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 | $21,657 | $106,890-79.7% | $84,015-74.2% | $152,861-85.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 32.04% | 104.99%-72.9pp | 71.31%-39.3pp | 345.32%-313.3pp |
| Employer contribution / active EE | $1,446 | $2,734-47.1% | $1,983-27.1% | $4,762-69.6% |
| Participant deferral / active EE | $3,101 | $4,011-22.7% | $3,239-4.2% | $5,850-47.0% |
| Admin fee / account holder | $26 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |