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 7-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 | $35,937 | $74,888-52.0% | $71,209-49.5% | $142,382-74.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.49% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,275 | $2,854-20.3% | $2,721-16.4% | $4,299-47.1% |
| Participant deferral / active EE | $2,600 | $4,454-41.6% | $4,175-37.7% | $6,507-60.0% |
| Admin fee / account holder | $49 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |