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 | $33,148 | $105,998-68.7% | $92,233-64.1% | $147,584-77.5% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 21.72% | 50.05%-28.3pp | 176.28%-154.6pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,349 | $4,333-22.7% | $3,679-9.0% | $4,876-31.3% |
| Participant deferral / active EE | $4,117 | $4,478-8.1% | $3,897+5.7% | $5,439-24.3% |
| Admin fee / account holder | $10 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |