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 | $109,114 | $115,770-5.7% | $101,248+7.8% | $158,922-31.3% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 14.81% | 56.14%-41.3pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,022 | $4,175-75.5% | $3,660-72.1% | $4,761-78.5% |
| Participant deferral / active EE | $11,516 | $4,957+132.3% | $4,370+163.5% | $5,982+92.5% |
| Admin fee / account holder | $217 | $7,245-97.0% | $5,945-96.4% | $11,246-98.1% |