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 | $64,642 | $58,694+10.1% | $142,863-54.8% | $85,850-24.7% |
| Participation rate | 96.4% | 58.5%+37.9pp | 71.9%+24.5pp | 69.3%+27.1pp |
| Annual return | 15.70% | 27.72%-12.0pp | 5637.54%-5621.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,199 | $1,423-15.8% | $4,144-71.1% | $2,565-53.3% |
| Participant deferral / active EE | $6,634 | $2,607+154.4% | $3,837+72.9% | $3,952+67.9% |
| Admin fee / account holder | $197 | $4,239-95.3% | $6,560-97.0% | $6,260-96.8% |