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 | $26,527 | $117,983-77.5% | $101,794-73.9% | $142,382-81.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.87% | 36.92%-22.0pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,732 | $2,773+34.6% | $2,289+63.1% | $4,299-13.2% |
| Participant deferral / active EE | $7,485 | $4,714+58.8% | $4,084+83.3% | $6,507+15.0% |
| Admin fee / account holder | $57 | $10,433-99.5% | $8,777-99.4% | $12,624-99.5% |