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 | $76,561 | $110,809-30.9% | $86,874-11.9% | $167,490-54.3% |
| Participation rate | 90.9% | 75.8%+15.1pp | 71.6%+19.3pp | 82.1%+8.8pp |
| Annual return | 29.42% | 116.98%-87.6pp | 63.52%-34.1pp | 478.56%-449.1pp |
| Employer contribution / active EE | $568 | $3,244-82.5% | $2,495-77.2% | $4,837-88.3% |
| Participant deferral / active EE | $1,150 | $4,546-74.7% | $3,699-68.9% | $6,341-81.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |