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 | $63,454 | $96,635-34.3% | $86,612-26.7% | $139,434-54.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.38% | 106.41%-94.0pp | 591.07%-578.7pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,595 | $3,263-51.1% | $3,022-47.2% | $4,751-66.4% |
| Participant deferral / active EE | $11,994 | $4,836+148.0% | $4,438+170.3% | $6,710+78.7% |
| Admin fee / account holder | $270 | $6,408-95.8% | $5,614-95.2% | $11,403-97.6% |