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 | $64,173 | $48,795+31.5% | $65,493-2.0% | $84,808-24.3% |
| Participation rate | 87.1% | 67.0%+20.1pp | 73.1%+14.0pp | 68.3%+18.8pp |
| Annual return | 13.18% | 20.20%-7.0pp | 982.45%-969.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,922 | $1,930+51.4% | $2,574+13.5% | $2,631+11.0% |
| Participant deferral / active EE | $3,280 | $2,928+12.0% | $3,961-17.2% | $4,212-22.1% |
| Admin fee / account holder | $71 | $3,877-98.2% | $5,028-98.6% | $7,344-99.0% |