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 | $35,043 | $109,817-68.1% | $98,442-64.4% | $167,490-79.1% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 9.25% | 1956.69%-1947.4pp | 1492.73%-1483.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $5,785 | $3,224+79.4% | $2,960+95.5% | $4,837+19.6% |
| Participant deferral / active EE | $2,940 | $4,673-37.1% | $4,276-31.2% | $6,341-53.6% |
| Admin fee / account holder | $29 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |