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 | $46,463 | $201,272-76.9% | $184,203-74.8% | $145,922-68.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.83% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,982 | $7,022-71.8% | $6,427-69.2% | $4,660-57.5% |
| Participant deferral / active EE | $3,118 | $9,806-68.2% | $9,131-65.9% | $6,688-53.4% |
| Admin fee / account holder | $2 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |