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 | $61,669 | $100,773-38.8% | $88,946-30.7% | $142,382-56.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.66% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,797 | $2,918+64.4% | $2,555+87.8% | $4,299+11.6% |
| Participant deferral / active EE | $8,608 | $5,230+64.6% | $4,581+87.9% | $6,507+32.3% |
| Admin fee / account holder | $66 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |