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 | $54,608 | $104,907-47.9% | $84,611-35.5% | $152,861-64.3% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 28.19% | 373.79%-345.6pp | 258.74%-230.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,956 | $3,302-10.5% | $2,652+11.5% | $4,762-37.9% |
| Participant deferral / active EE | $6,199 | $4,688+32.2% | $3,899+59.0% | $5,850+6.0% |
| Admin fee / account holder | $112 | $6,241-98.2% | $4,912-97.7% | $11,596-99.0% |