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 | $24,532 | $88,751-72.4% | $81,812-70.0% | $145,922-83.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.62% | 1025.40%-1011.8pp | 773.79%-760.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,565 | $3,083+48.0% | $2,912+56.7% | $4,660-2.0% |
| Participant deferral / active EE | $4,164 | $4,643-10.3% | $4,319-3.6% | $6,688-37.7% |
| Admin fee / account holder | $143 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |