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 | $18,932 | $101,069-81.3% | $81,478-76.8% | $147,584-87.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 38.70% | 32.40%+6.3pp | 38.78%-0.1pp | 578.55%-539.8pp |
| Employer contribution / active EE | $1,000 | $3,205-68.8% | $2,568-61.1% | $4,876-79.5% |
| Participant deferral / active EE | $9,200 | $4,242+116.9% | $3,537+160.1% | $5,439+69.2% |
| Admin fee / account holder | $110 | $5,812-98.1% | $4,561-97.6% | $10,885-99.0% |