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 | $31,175 | $99,020-68.5% | $86,590-64.0% | $147,584-78.9% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 14.93% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,413 | $3,132+9.0% | $2,839+20.2% | $4,876-30.0% |
| Participant deferral / active EE | $4,311 | $3,972+8.5% | $3,609+19.5% | $5,439-20.7% |
| Admin fee / account holder | $139 | $5,710-97.6% | $4,906-97.2% | $10,885-98.7% |