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 | $42,754 | $217,402-80.3% | $185,823-77.0% | $167,490-74.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.81% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,047 | $5,873-31.1% | $5,167-21.7% | $4,837-16.3% |
| Participant deferral / active EE | $8,243 | $6,356+29.7% | $5,568+48.0% | $6,341+30.0% |
| Admin fee / account holder | $287 | $19,811-98.6% | $16,237-98.2% | $12,309-97.7% |