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 | $27,886 | $154,117-81.9% | $129,995-78.5% | $139,434-80.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.73% | 32.48%-14.7pp | -137.18%+154.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,857 | $5,289-27.1% | $4,320-10.7% | $4,751-18.8% |
| Participant deferral / active EE | $5,672 | $6,710-15.5% | $5,820-2.5% | $6,710-15.5% |
| Admin fee / account holder | $228 | $14,007-98.4% | $10,614-97.9% | $11,403-98.0% |