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 | $39,059 | $176,662-77.9% | $130,648-70.1% | $152,861-74.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 16.53% | 2692.24%-2675.7pp | 1708.96%-1692.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,803 | $5,742-68.6% | $4,092-55.9% | $4,762-62.1% |
| Participant deferral / active EE | $4,168 | $4,361-4.4% | $3,603+15.7% | $5,850-28.8% |
| Admin fee / account holder | $263 | $7,133-96.3% | $5,464-95.2% | $11,596-97.7% |