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 | $46,789 | $60,124-22.2% | $90,404-48.2% | $79,858-41.4% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 13.88% | 71.94%-58.1pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,189 | $2,068+5.9% | $3,262-32.9% | $2,471-11.4% |
| Participant deferral / active EE | $3,165 | $2,938+7.7% | $3,963-20.1% | $3,740-15.4% |
| Admin fee / account holder | $277 | $3,976-93.0% | $5,611-95.1% | $5,306-94.8% |