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 | $37,048 | $98,750-62.5% | $149,696-75.3% | $79,858-53.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.86% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,401 | $3,216+5.7% | $4,644-26.8% | $2,471+37.6% |
| Participant deferral / active EE | $2,802 | $5,680-50.7% | $6,842-59.0% | $3,740-25.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |