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 | $18,081 | $105,859-82.9% | $90,160-79.9% | $147,584-87.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.03% | 37.63%-16.6pp | 34.88%-13.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,298 | $4,126-44.3% | $3,318-30.7% | $4,876-52.9% |
| Participant deferral / active EE | $9,862 | $5,733+72.0% | $5,288+86.5% | $5,439+81.3% |
| Admin fee / account holder | $174 | $8,046-97.8% | $5,943-97.1% | $10,885-98.4% |