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 | $44,531 | $106,890-58.3% | $84,015-47.0% | $152,861-70.9% |
| Participation rate | 92.3% | 75.2%+17.1pp | 69.0%+23.3pp | 82.4%+9.9pp |
| Annual return | 23.98% | 104.99%-81.0pp | 71.31%-47.3pp | 345.32%-321.3pp |
| Employer contribution / active EE | $646 | $2,734-76.4% | $1,983-67.4% | $4,762-86.4% |
| Participant deferral / active EE | $3,741 | $4,011-6.7% | $3,239+15.5% | $5,850-36.1% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |