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 7-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 | $40,107 | $100,852-60.2% | $90,404-55.6% | $158,922-74.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.69% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,473 | $3,689-60.1% | $3,262-54.8% | $4,761-69.1% |
| Participant deferral / active EE | $3,367 | $4,348-22.5% | $3,963-15.0% | $5,982-43.7% |
| Admin fee / account holder | $268 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |