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 | $54,410 | $110,809-50.9% | $86,874-37.4% | $167,490-67.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.10% | 116.98%-106.9pp | 63.52%-53.4pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,327 | $3,244-59.1% | $2,495-46.8% | $4,837-72.6% |
| Participant deferral / active EE | $2,064 | $4,546-54.6% | $3,699-44.2% | $6,341-67.4% |
| Admin fee / account holder | $148 | $8,415-98.2% | $5,828-97.5% | $12,309-98.8% |