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 | $41,626 | $106,890-61.1% | $84,015-50.5% | $152,861-72.8% |
| Participation rate | 94.1% | 75.2%+18.9pp | 69.0%+25.1pp | 82.4%+11.7pp |
| Annual return | 17.49% | 104.99%-87.5pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $8,810 | $2,734+222.2% | $1,983+344.2% | $4,762+85.0% |
| Participant deferral / active EE | $6,060 | $4,011+51.1% | $3,239+87.1% | $5,850+3.6% |
| Admin fee / account holder | $11 | $8,285-99.9% | $6,101-99.8% | $11,596-99.9% |