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 | $37,099 | $53,127-30.2% | $86,590-57.2% | $70,131-47.1% |
| Participation rate | 78.9% | 65.3%+13.6pp | 73.5%+5.4pp | 69.5%+9.4pp |
| Annual return | 16.38% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,020 | $2,068-2.3% | $2,839-28.8% | $2,342-13.7% |
| Participant deferral / active EE | $4,455 | $2,696+65.3% | $3,609+23.5% | $3,332+33.7% |
| Admin fee / account holder | $67 | $3,585-98.1% | $4,906-98.6% | $4,645-98.6% |