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 9-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 | $11,530 | $88,751-87.0% | $81,812-85.9% | $145,922-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.01% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,489 | $3,083-51.7% | $2,912-48.9% | $4,660-68.0% |
| Participant deferral / active EE | $7,010 | $4,643+51.0% | $4,319+62.3% | $6,688+4.8% |
| Admin fee / account holder | $115 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |