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 | $79,436 | $70,756+12.3% | $65,493+21.3% | $142,382-44.2% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 17.62% | 1754.89%-1737.3pp | 982.45%-964.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,773 | $2,881-3.7% | $2,574+7.7% | $4,299-35.5% |
| Participant deferral / active EE | $8,862 | $4,637+91.1% | $3,961+123.7% | $6,507+36.2% |
| Admin fee / account holder | $68 | $6,559-99.0% | $5,028-98.7% | $12,624-99.5% |