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 | $32,032 | $96,635-66.9% | $86,612-63.0% | $139,434-77.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 22.29% | 106.41%-84.1pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,738 | $3,263-46.7% | $3,022-42.5% | $4,751-63.4% |
| Participant deferral / active EE | $3,153 | $4,836-34.8% | $4,438-28.9% | $6,710-53.0% |
| Admin fee / account holder | $23 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |