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 | $46,771 | $102,966-54.6% | $90,281-48.2% | $152,861-69.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.36% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $9,097 | $3,139+189.8% | $2,854+218.7% | $4,762+91.0% |
| Participant deferral / active EE | $5,737 | $4,281+34.0% | $3,885+47.6% | $5,850-1.9% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |