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 | $38,051 | $78,705-51.7% | $117,854-67.7% | $70,131-45.7% |
| Participation rate | 75.7% | 73.2%+2.5pp | 79.7%-4.0pp | 69.5%+6.1pp |
| Annual return | 16.78% | 23.30%-6.5pp | 335.08%-318.3pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,592 | $2,223-28.4% | $3,786-57.9% | $2,342-32.0% |
| Participant deferral / active EE | $4,323 | $3,297+31.1% | $4,482-3.5% | $3,332+29.7% |
| Admin fee / account holder | $32 | $5,065-99.4% | $8,020-99.6% | $4,645-99.3% |