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 8-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 | $55,737 | $88,751-37.2% | $81,812-31.9% | $145,922-61.8% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 20.32% | 1025.40%-1005.1pp | 773.79%-753.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,865 | $3,083-7.1% | $2,912-1.6% | $4,660-38.5% |
| Participant deferral / active EE | $6,672 | $4,643+43.7% | $4,319+54.5% | $6,688-0.2% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |