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 | $79,633 | $102,604-22.4% | $86,188-7.6% | $139,434-42.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 24.49% | 1922.51%-1898.0pp | 1168.45%-1144.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $4,788 | $3,032+57.9% | $2,380+101.2% | $4,751+0.8% |
| Participant deferral / active EE | $13,394 | $4,676+186.5% | $3,985+236.1% | $6,710+99.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |