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 | $38,522 | $215,361-82.1% | $171,082-77.5% | $273,961-85.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 19.09% | 25.14%-6.0pp | 32.56%-13.5pp | 41.45%-22.4pp |
| Employer contribution / active EE | $6,929 | $4,967+39.5% | $4,002+73.1% | $4,869+42.3% |
| Participant deferral / active EE | $16,159 | $5,543+191.5% | $4,797+236.8% | $5,287+205.6% |
| Admin fee / account holder | $19 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |