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 6-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 | $22,697 | $100,852-77.5% | $90,404-74.9% | $158,922-85.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.05% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,446 | $3,689-60.8% | $3,262-55.7% | $4,761-69.6% |
| Participant deferral / active EE | $5,171 | $4,348+18.9% | $3,963+30.5% | $5,982-13.6% |
| Admin fee / account holder | $74 | $6,501-98.9% | $5,611-98.7% | $11,246-99.3% |