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 3-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 | $75,901 | $70,606+7.5% | $53,898+40.8% | $142,382-46.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.26% | 619.81%-598.5pp | 528.60%-507.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $9,672 | $1,202+704.6% | $932+937.7% | $4,299+125.0% |
| Participant deferral / active EE | $15,576 | $2,364+558.9% | $1,826+752.9% | $6,507+139.4% |
| Admin fee / account holder | $147 | $2,852-94.8% | $2,491-94.1% | $12,624-98.8% |