See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,020 | $158,398-77.3% | $126,539-71.5% | $142,382-74.7% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 34.80% | 593.76%-559.0pp | 425.95%-391.1pp | 217.08%-182.3pp |
| Employer contribution / active EE | $1,890 | $4,650-59.4% | $3,674-48.6% | $4,299-56.0% |
| Participant deferral / active EE | $3,673 | $4,767-22.9% | $4,083-10.0% | $6,507-43.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |