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 | $28,188 | $100,852-72.1% | $90,404-68.8% | $158,922-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.96% | 1724.20%-1704.2pp | 1293.02%-1273.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $725 | $3,689-80.3% | $3,262-77.8% | $4,761-84.8% |
| Participant deferral / active EE | $2,169 | $4,348-50.1% | $3,963-45.3% | $5,982-63.8% |
| Admin fee / account holder | $42 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |