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 7-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 | $61,527 | $115,770-46.9% | $101,248-39.2% | $158,922-61.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.78% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $2,066 | $4,175-50.5% | $3,660-43.5% | $4,761-56.6% |
| Participant deferral / active EE | $9,158 | $4,957+84.7% | $4,370+109.5% | $5,982+53.1% |
| Admin fee / account holder | $24 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |