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 | $61,487 | $106,515-42.3% | $96,683-36.4% | $139,434-55.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.92% | 38.43%-25.5pp | 35.69%-22.8pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,995 | $4,103-27.0% | $3,737-19.8% | $4,751-37.0% |
| Participant deferral / active EE | $4,896 | $5,454-10.2% | $4,878+0.4% | $6,710-27.0% |
| Admin fee / account holder | $237 | $7,877-97.0% | $6,730-96.5% | $11,403-97.9% |