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 | $21,005 | $100,901-79.2% | $75,670-72.2% | $147,584-85.8% |
| Participation rate | 88.2% | 77.1%+11.1pp | 72.3%+15.9pp | 82.8%+5.4pp |
| Annual return | 15.68% | 35.78%-20.1pp | 27.34%-11.7pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,273 | $3,253-30.1% | $2,352-3.3% | $4,876-53.4% |
| Participant deferral / active EE | $4,880 | $4,027+21.2% | $3,142+55.3% | $5,439-10.3% |
| Admin fee / account holder | $100 | $11,285-99.1% | $5,800-98.3% | $10,885-99.1% |