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 5-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 | $88,972 | $70,756+25.7% | $65,493+35.8% | $142,382-37.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 19.54% | 1754.89%-1735.4pp | 982.45%-962.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,013 | $2,881+39.3% | $2,574+55.9% | $4,299-6.6% |
| Participant deferral / active EE | $8,721 | $4,637+88.1% | $3,961+120.2% | $6,507+34.0% |
| Admin fee / account holder | $176 | $6,559-97.3% | $5,028-96.5% | $12,624-98.6% |