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 | $19,350 | $69,207-72.0% | $64,056-69.8% | $139,434-86.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.07% | 45.88%-27.8pp | 33.69%-15.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,794 | $3,182+50.7% | $2,747+74.5% | $4,751+0.9% |
| Participant deferral / active EE | $4,794 | $4,682+2.4% | $3,880+23.6% | $6,710-28.6% |
| Admin fee / account holder | $60 | $4,244-98.6% | $3,068-98.0% | $11,403-99.5% |