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 | $30,373 | $107,334-71.7% | $92,893-67.3% | $152,861-80.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 29.09% | 145.58%-116.5pp | 109.41%-80.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,472 | $4,221-41.4% | $3,653-32.3% | $4,762-48.1% |
| Participant deferral / active EE | $6,341 | $4,845+30.9% | $4,236+49.7% | $5,850+8.4% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |