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 | $38,467 | $181,894-78.9% | $156,549-75.4% | $273,961-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.03% | 30.74%-14.7pp | 32.23%-16.2pp | 41.45%-25.4pp |
| Employer contribution / active EE | $9,339 | $6,248+49.5% | $5,501+69.8% | $4,869+91.8% |
| Participant deferral / active EE | $5,378 | $5,550-3.1% | $4,871+10.4% | $5,287+1.7% |
| Admin fee / account holder | $194 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |