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 | $23,655 | $101,069-76.6% | $81,478-71.0% | $147,584-84.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 9.11% | 32.40%-23.3pp | 38.78%-29.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,145 | $3,205-64.3% | $2,568-55.4% | $4,876-76.5% |
| Participant deferral / active EE | $4,737 | $4,242+11.7% | $3,537+33.9% | $5,439-12.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |