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 | $43,049 | $63,953-32.7% | $54,726-21.3% | $135,375-68.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 12.32% | -5.77%+18.1pp | -4.56%+16.9pp | 519.73%-507.4pp |
| Employer contribution / active EE | $7,209 | $4,256+69.4% | $3,449+109.0% | $4,779+50.9% |
| Participant deferral / active EE | $3,072 | $4,810-36.1% | $3,953-22.3% | $5,609-45.2% |
| Admin fee / account holder | $11 | $4,567-99.8% | $3,818-99.7% | $10,827-99.9% |