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 | $61,477 | $96,635-36.4% | $86,612-29.0% | $139,434-55.9% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 20.32% | 106.41%-86.1pp | 591.07%-570.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,019 | $3,263-38.1% | $3,022-33.2% | $4,751-57.5% |
| Participant deferral / active EE | $4,751 | $4,836-1.7% | $4,438+7.1% | $6,710-29.2% |
| Admin fee / account holder | $53 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |