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 | $46,374 | $65,685-29.4% | $57,179-18.9% | $273,961-83.1% |
| Participation rate | 88.9% | 78.3%+10.5pp | 75.3%+13.5pp | 83.0%+5.9pp |
| Annual return | 100.32% | 21.99%+78.3pp | 14.59%+85.7pp | 41.45%+58.9pp |
| Employer contribution / active EE | $7,907 | $3,279+141.2% | $2,682+194.8% | $4,869+62.4% |
| Participant deferral / active EE | $6,806 | $3,782+80.0% | $3,096+119.8% | $5,287+28.7% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |