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 | $66,941 | $100,852-33.6% | $90,404-26.0% | $158,922-57.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 11.27% | 1724.20%-1712.9pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,867 | $3,689-49.4% | $3,262-42.8% | $4,761-60.8% |
| Participant deferral / active EE | $7,747 | $4,348+78.2% | $3,963+95.5% | $5,982+29.5% |
| Admin fee / account holder | $19 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |