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 | $33,087 | $115,770-71.4% | $101,248-67.3% | $158,922-79.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 11.54% | 56.14%-44.6pp | 46.47%-34.9pp | 302.83%-291.3pp |
| Employer contribution / active EE | $18,465 | $4,175+342.3% | $3,660+404.6% | $4,761+287.8% |
| Participant deferral / active EE | $4,346 | $4,957-12.3% | $4,370-0.5% | $5,982-27.3% |
| Admin fee / account holder | $230 | $7,245-96.8% | $5,945-96.1% | $11,246-98.0% |