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 7-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 | $46,425 | $228,332-79.7% | $185,823-75.0% | $158,922-70.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.26% | 40.80%-16.5pp | 35.95%-11.7pp | 302.83%-278.6pp |
| Employer contribution / active EE | $2,430 | $4,967-51.1% | $4,087-40.5% | $4,761-49.0% |
| Participant deferral / active EE | $10,004 | $6,415+56.0% | $5,632+77.6% | $5,982+67.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |