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 | $40,728 | $88,751-54.1% | $81,812-50.2% | $145,922-72.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 16.93% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,820 | $3,083-41.0% | $2,912-37.5% | $4,660-60.9% |
| Participant deferral / active EE | $3,508 | $4,643-24.4% | $4,319-18.8% | $6,688-47.5% |
| Admin fee / account holder | $126 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |