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 | $51,745 | $158,817-67.4% | $121,196-57.3% | $135,375-61.8% |
| Participation rate | 93.3% | 79.3%+14.0pp | 71.7%+21.6pp | 82.6%+10.7pp |
| Annual return | 110.88% | -0.64%+111.5pp | 16.93%+93.9pp | 519.73%-408.9pp |
| Employer contribution / active EE | $6,928 | $5,665+22.3% | $4,022+72.3% | $4,779+45.0% |
| Participant deferral / active EE | $8,377 | $4,005+109.2% | $3,344+150.5% | $5,609+49.4% |
| Admin fee / account holder | $51 | $6,512-99.2% | $5,019-99.0% | $10,827-99.5% |