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 | $42,502 | $232,540-81.7% | $185,117-77.0% | $147,584-71.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 31.20% | 43.03%-11.8pp | 40.50%-9.3pp | 578.55%-547.3pp |
| Employer contribution / active EE | $1,348 | $5,195-74.1% | $4,182-67.8% | $4,876-72.4% |
| Participant deferral / active EE | $16,484 | $5,834+182.6% | $5,045+226.7% | $5,439+203.1% |
| Admin fee / account holder | $208 | $10,275-98.0% | $8,159-97.4% | $10,885-98.1% |