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 | $37,852 | $90,590-58.2% | $90,782-58.3% | $135,375-72.0% |
| Participation rate | 70.6% | 83.7%-13.2pp | 82.7%-12.1pp | 82.6%-12.1pp |
| Annual return | 257.18% | -3.40%+260.6pp | -3.42%+260.6pp | 519.73%-262.6pp |
| Employer contribution / active EE | $5,133 | $4,352+17.9% | $4,105+25.0% | $4,779+7.4% |
| Participant deferral / active EE | $6,170 | $5,407+14.1% | $5,366+15.0% | $5,609+10.0% |
| Admin fee / account holder | $192 | $7,683-97.5% | $5,908-96.7% | $10,827-98.2% |