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 | $51,653 | $102,966-49.8% | $90,281-42.8% | $152,861-66.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.23% | 95.16%-75.9pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,260 | $3,139+3.9% | $2,854+14.2% | $4,762-31.5% |
| Participant deferral / active EE | $10,727 | $4,281+150.5% | $3,885+176.1% | $5,850+83.4% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |