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 9-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 | $41,493 | $127,386-67.4% | $115,037-63.9% | $125,391-66.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 12.88% | 31.28%-18.4pp | 26.14%-13.3pp | 282.22%-269.3pp |
| Employer contribution / active EE | $10,420 | $5,166+101.7% | $4,608+126.1% | $4,866+114.1% |
| Participant deferral / active EE | $11,944 | $6,423+86.0% | $6,026+98.2% | $5,352+123.2% |
| Admin fee / account holder | $188 | $9,516-98.0% | $8,175-97.7% | $9,540-98.0% |