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 | $36,709 | $181,894-79.8% | $156,549-76.6% | $273,961-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.94% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,556 | $6,248-11.1% | $5,501+1.0% | $4,869+14.1% |
| Participant deferral / active EE | $8,256 | $5,550+48.8% | $4,871+69.5% | $5,287+56.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |