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 | $39,232 | $152,587-74.3% | $125,175-68.7% | $152,861-74.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.05% | 54.84%-26.8pp | 43.79%-15.7pp | 345.32%-317.3pp |
| Employer contribution / active EE | $2,039 | $4,946-58.8% | $3,865-47.3% | $4,762-57.2% |
| Participant deferral / active EE | $4,014 | $5,868-31.6% | $4,937-18.7% | $5,850-31.4% |
| Admin fee / account holder | $41 | $13,434-99.7% | $9,702-99.6% | $11,596-99.7% |