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 | $40,439 | $99,079-59.2% | $77,999-48.2% | $273,961-85.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 14.45% | 217.93%-203.5pp | 425.96%-411.5pp | 41.45%-27.0pp |
| Employer contribution / active EE | $3,070 | $3,308-7.2% | $2,470+24.3% | $4,869-36.9% |
| Participant deferral / active EE | $6,012 | $4,306+39.6% | $3,497+71.9% | $5,287+13.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |