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 | $36,649 | $112,881-67.5% | $90,951-59.7% | $158,922-76.9% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 12.19% | 215.79%-203.6pp | 134.60%-122.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,118 | $2,893-26.8% | $2,122-0.2% | $4,761-55.5% |
| Participant deferral / active EE | $5,868 | $4,128+42.2% | $3,373+74.0% | $5,982-1.9% |
| Admin fee / account holder | $4 | $8,041-100.0% | $5,959-99.9% | $11,246-100.0% |