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 | $37,561 | $215,361-82.6% | $171,082-78.0% | $273,961-86.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.00% | 25.14%-18.1pp | 32.56%-25.6pp | 41.45%-34.4pp |
| Employer contribution / active EE | $471 | $4,967-90.5% | $4,002-88.2% | $4,869-90.3% |
| Participant deferral / active EE | $11,124 | $5,543+100.7% | $4,797+131.9% | $5,287+110.4% |
| Admin fee / account holder | $25 | $10,846-99.8% | $8,520-99.7% | $10,132-99.8% |