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 | $30,653 | $127,386-75.9% | $115,037-73.4% | $125,391-75.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 19.26% | 31.28%-12.0pp | 26.14%-6.9pp | 282.22%-263.0pp |
| Employer contribution / active EE | $3,513 | $5,166-32.0% | $4,608-23.8% | $4,866-27.8% |
| Participant deferral / active EE | $3,700 | $6,423-42.4% | $6,026-38.6% | $5,352-30.9% |
| Admin fee / account holder | $19 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |