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 | $72,855 | $102,966-29.2% | $90,281-19.3% | $152,861-52.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.05% | 95.16%-76.1pp | 78.10%-59.0pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,543 | $3,139-50.8% | $2,854-46.0% | $4,762-67.6% |
| Participant deferral / active EE | $3,961 | $4,281-7.5% | $3,885+2.0% | $5,850-32.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |