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 | $21,601 | $88,751-75.7% | $81,812-73.6% | $145,922-85.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.76% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,494 | $3,083-19.1% | $2,912-14.4% | $4,660-46.5% |
| Participant deferral / active EE | $8,601 | $4,643+85.2% | $4,319+99.2% | $6,688+28.6% |
| Admin fee / account holder | $49 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |