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 9-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 | $33,265 | $102,966-67.7% | $90,281-63.2% | $152,861-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.95% | 95.16%-66.2pp | 78.10%-49.2pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,410 | $3,139-55.1% | $2,854-50.6% | $4,762-70.4% |
| Participant deferral / active EE | $9,140 | $4,281+113.5% | $3,885+135.2% | $5,850+56.2% |
| Admin fee / account holder | $96 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |