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 | $31,170 | $176,812-82.4% | $146,665-78.7% | $167,490-81.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.39% | 24.03%-11.6pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,173 | $5,160-77.3% | $4,136-71.6% | $4,837-75.7% |
| Participant deferral / active EE | $3,507 | $6,440-45.5% | $5,506-36.3% | $6,341-44.7% |
| Admin fee / account holder | $62 | $13,259-99.5% | $10,280-99.4% | $12,309-99.5% |