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 | $52,267 | $202,318-74.2% | $172,739-69.7% | $152,861-65.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.04% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $2,141 | $5,856-63.4% | $5,143-58.4% | $4,762-55.1% |
| Participant deferral / active EE | $3,429 | $5,948-42.4% | $5,198-34.0% | $5,850-41.4% |
| Admin fee / account holder | $132 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |