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 6-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 | $44,067 | $111,754-60.6% | $103,333-57.4% | $145,922-69.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.38% | 24.77%-10.4pp | 24.88%-10.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,031 | $4,212-51.8% | $3,868-47.5% | $4,660-56.4% |
| Participant deferral / active EE | $9,716 | $5,619+72.9% | $5,057+92.1% | $6,688+45.3% |
| Admin fee / account holder | $67 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |