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 9-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 | $34,649 | $112,096-69.1% | $95,952-63.9% | $158,922-78.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.68% | 171.09%-151.4pp | 91.61%-71.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $5,492 | $3,198+71.7% | $2,541+116.2% | $4,761+15.4% |
| Participant deferral / active EE | $6,014 | $4,784+25.7% | $4,167+44.3% | $5,982+0.5% |
| Admin fee / account holder | $54 | $10,130-99.5% | $6,795-99.2% | $11,246-99.5% |