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 | $22,684 | $99,652-77.2% | $78,778-71.2% | $147,584-84.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 10.95% | 47.28%-36.3pp | 35.62%-24.7pp | 578.55%-567.6pp |
| Employer contribution / active EE | $7,476 | $2,796+167.4% | $1,986+276.5% | $4,876+53.3% |
| Participant deferral / active EE | $1,425 | $3,664-61.1% | $2,958-51.8% | $5,439-73.8% |
| Admin fee / account holder | $201 | $7,155-97.2% | $5,134-96.1% | $10,885-98.2% |