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 | $23,930 | $107,334-77.7% | $92,893-74.2% | $152,861-84.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.53% | 145.58%-120.0pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,957 | $4,221-30.0% | $3,653-19.1% | $4,762-37.9% |
| Participant deferral / active EE | $5,444 | $4,845+12.4% | $4,236+28.5% | $5,850-6.9% |
| Admin fee / account holder | $17 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |