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 | $32,593 | $135,952-76.0% | $123,892-73.7% | $273,961-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.50% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-30.0pp |
| Employer contribution / active EE | $19,065 | $5,170+268.8% | $4,617+313.0% | $4,869+291.6% |
| Participant deferral / active EE | $2,487 | $6,343-60.8% | $5,984-58.4% | $5,287-53.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |