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 | $32,371 | $69,207-53.2% | $64,056-49.5% | $139,434-76.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.03% | 45.88%-26.8pp | 33.69%-14.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,886 | $3,182+53.5% | $2,747+77.9% | $4,751+2.8% |
| Participant deferral / active EE | $3,369 | $4,682-28.0% | $3,880-13.2% | $6,710-49.8% |
| Admin fee / account holder | $184 | $4,244-95.7% | $3,068-94.0% | $11,403-98.4% |