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 6-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 | $36,273 | $104,974-65.4% | $95,585-62.1% | $142,382-74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.10% | 210.33%-184.2pp | 38.56%-12.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $994 | $2,779-64.2% | $2,527-60.6% | $4,299-76.9% |
| Participant deferral / active EE | $5,184 | $4,352+19.1% | $4,023+28.9% | $6,507-20.3% |
| Admin fee / account holder | $83 | $6,386-98.7% | $6,127-98.6% | $12,624-99.3% |