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 | $66,651 | $124,185-46.3% | $108,410-38.5% | $167,490-60.2% |
| Participation rate | 71.4% | 82.3%-10.9pp | 80.1%-8.7pp | 82.1%-10.7pp |
| Annual return | 21.57% | 1379.64%-1358.1pp | 905.27%-883.7pp | 478.56%-457.0pp |
| Employer contribution / active EE | $1,772 | $4,187-57.7% | $3,558-50.2% | $4,837-63.4% |
| Participant deferral / active EE | $2,623 | $6,908-62.0% | $6,563-60.0% | $6,341-58.6% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |