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 | $42,056 | $171,865-75.5% | $149,718-71.9% | $147,584-71.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 24.93% | 2113.22%-2088.3pp | 1501.63%-1476.7pp | 578.55%-553.6pp |
| Employer contribution / active EE | $4,391 | $6,275-30.0% | $5,445-19.4% | $4,876-10.0% |
| Participant deferral / active EE | $7,622 | $7,271+4.8% | $6,569+16.0% | $5,439+40.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |