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 | $44,689 | $65,561-31.8% | $86,188-48.1% | $75,163-40.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 26.90% | 46.05%-19.2pp | 1168.45%-1141.5pp | 160.62%-133.7pp |
| Employer contribution / active EE | $2,380 | $1,553+53.3% | $2,3800% | $2,670-10.8% |
| Participant deferral / active EE | $5,269 | $3,024+74.2% | $3,985+32.2% | $4,125+27.7% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |