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 8-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 | $35,937 | $60,022-40.1% | $88,946-59.6% | $84,808-57.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 23.72% | 22.43%+1.3pp | 57.82%-34.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,001 | $1,703+76.2% | $2,555+17.5% | $2,631+14.1% |
| Participant deferral / active EE | $3,926 | $3,114+26.1% | $4,581-14.3% | $4,212-6.8% |
| Admin fee / account holder | $295 | $4,811-93.9% | $8,261-96.4% | $7,344-96.0% |