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 | $53,519 | $51,576+3.8% | $129,207-58.6% | $80,856-33.8% |
| Participation rate | 88.6% | 57.0%+31.7pp | 69.6%+19.0pp | 67.6%+21.0pp |
| Annual return | 31.79% | 20.81%+11.0pp | 9417.33%-9385.5pp | 35.59%-3.8pp |
| Employer contribution / active EE | $2,599 | $1,584+64.1% | $4,153-37.4% | $2,755-5.6% |
| Participant deferral / active EE | $4,701 | $2,669+76.2% | $4,168+12.8% | $4,296+9.4% |
| Admin fee / account holder | $19 | $4,305-99.6% | $7,715-99.8% | $6,918-99.7% |