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 | $25,185 | $232,540-89.2% | $185,117-86.4% | $147,584-82.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 26.44% | 43.03%-16.6pp | 40.50%-14.1pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,224 | $5,195-76.4% | $4,182-70.7% | $4,876-74.9% |
| Participant deferral / active EE | $4,891 | $5,834-16.2% | $5,045-3.0% | $5,439-10.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |