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 3-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 | $29,024 | $88,751-67.3% | $81,812-64.5% | $145,922-80.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.75% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,500 | $3,083-51.4% | $2,912-48.5% | $4,660-67.8% |
| Participant deferral / active EE | $7,610 | $4,643+63.9% | $4,319+76.2% | $6,688+13.8% |
| Admin fee / account holder | $237 | $8,415-97.2% | $7,386-96.8% | $13,397-98.2% |