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 | $79,390 | $92,703-14.4% | $82,719-4.0% | $134,475-41.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | 221.20% | 944.92%-723.7pp | 701.18%-480.0pp | 417.96%-196.8pp |
| Employer contribution / active EE | $2,701 | $3,274-17.5% | $3,009-10.2% | $4,740-43.0% |
| Participant deferral / active EE | $5,437 | $4,802+13.2% | $4,395+23.7% | $6,400-15.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |