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 6-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 | $20,863 | $30,400-31.4% | $53,898-61.3% | $84,808-75.4% |
| Participation rate | 91.5% | 46.4%+45.0pp | 55.0%+36.5pp | 68.3%+23.2pp |
| Annual return | 27.16% | 500.19%-473.0pp | 528.60%-501.4pp | 40.90%-13.7pp |
| Employer contribution / active EE | $2,582 | $603+328.4% | $932+177.0% | $2,631-1.9% |
| Participant deferral / active EE | $1,950 | $1,199+62.7% | $1,826+6.8% | $4,212-53.7% |
| Admin fee / account holder | $250 | $1,993-87.5% | $2,491-90.0% | $7,344-96.6% |