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 | $10,329 | $100,852-89.8% | $90,404-88.6% | $158,922-93.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 23.03% | 1724.20%-1701.2pp | 1293.02%-1270.0pp | 302.83%-279.8pp |
| Employer contribution / active EE | $488 | $3,689-86.8% | $3,262-85.0% | $4,761-89.8% |
| Participant deferral / active EE | $2,516 | $4,348-42.1% | $3,963-36.5% | $5,982-57.9% |
| Admin fee / account holder | $208 | $6,501-96.8% | $5,611-96.3% | $11,246-98.2% |