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 | $28,111 | $96,635-70.9% | $86,612-67.5% | $139,434-79.8% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 14.78% | 106.41%-91.6pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,683 | $3,263-48.4% | $3,022-44.3% | $4,751-64.6% |
| Participant deferral / active EE | $3,590 | $4,836-25.8% | $4,438-19.1% | $6,710-46.5% |
| Admin fee / account holder | $138 | $6,408-97.9% | $5,614-97.5% | $11,403-98.8% |