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 | $76,583 | $116,175-34.1% | $93,606-18.2% | $152,861-49.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 26.32% | 35.96%-9.6pp | 32.76%-6.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,165 | $3,218-32.7% | $2,718-20.4% | $4,762-54.5% |
| Participant deferral / active EE | $3,658 | $4,603-20.5% | $4,069-10.1% | $5,850-37.5% |
| Admin fee / account holder | $256 | $10,748-97.6% | $7,888-96.7% | $11,596-97.8% |