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 | $34,894 | $198,466-82.4% | $170,442-79.5% | $147,584-76.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.04% | 257.29%-236.3pp | 205.93%-184.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $3,915 | $6,184-36.7% | $5,433-27.9% | $4,876-19.7% |
| Participant deferral / active EE | $5,356 | $5,629-4.9% | $4,939+8.4% | $5,439-1.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |