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 9-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 | $11,116 | $100,852-89.0% | $90,404-87.7% | $158,922-93.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 47.59% | 1724.20%-1676.6pp | 1293.02%-1245.4pp | 302.83%-255.2pp |
| Employer contribution / active EE | $1,638 | $3,689-55.6% | $3,262-49.8% | $4,761-65.6% |
| Participant deferral / active EE | $4,875 | $4,348+12.1% | $3,963+23.0% | $5,982-18.5% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |