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 | $78,437 | $177,572-55.8% | $154,803-49.3% | $142,382-44.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.90% | 65.07%-30.2pp | 58.88%-24.0pp | 217.08%-182.2pp |
| Employer contribution / active EE | $1,725 | $4,810-64.1% | $4,305-59.9% | $4,299-59.9% |
| Participant deferral / active EE | $1,782 | $6,272-71.6% | $5,540-67.8% | $6,507-72.6% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |