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 | $45,906 | $100,852-54.5% | $90,404-49.2% | $158,922-71.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 29.32% | 1724.20%-1694.9pp | 1293.02%-1263.7pp | 302.83%-273.5pp |
| Employer contribution / active EE | $3,927 | $3,689+6.5% | $3,262+20.4% | $4,761-17.5% |
| Participant deferral / active EE | $8,172 | $4,348+88.0% | $3,963+106.2% | $5,982+36.6% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |