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 9-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 | $35,577 | $107,334-66.9% | $92,893-61.7% | $152,861-76.7% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 15.89% | 145.58%-129.7pp | 109.41%-93.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $11,510 | $4,221+172.7% | $3,653+215.1% | $4,762+141.7% |
| Participant deferral / active EE | $2,574 | $4,845-46.9% | $4,236-39.2% | $5,850-56.0% |
| Admin fee / account holder | $132 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |