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 | $25,096 | $72,400-65.3% | $67,502-62.8% | $145,922-82.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.72% | 7182.46%-7169.7pp | 3512.12%-3499.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,475 | $3,069+111.0% | $2,731+137.1% | $4,660+39.0% |
| Participant deferral / active EE | $6,658 | $4,783+39.2% | $4,000+66.5% | $6,688-0.4% |
| Admin fee / account holder | $60 | $5,539-98.9% | $3,998-98.5% | $13,397-99.6% |