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 | $23,249 | $127,386-81.7% | $115,037-79.8% | $125,391-81.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.37% | 31.28%-29.9pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,452 | $5,166-71.9% | $4,608-68.5% | $4,866-70.2% |
| Participant deferral / active EE | $10,731 | $6,423+67.1% | $6,026+78.1% | $5,352+100.5% |
| Admin fee / account holder | $210 | $9,516-97.8% | $8,175-97.4% | $9,540-97.8% |