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 | $49,330 | $202,318-75.6% | $172,739-71.4% | $152,861-67.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 22.61% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,183 | $5,856-62.7% | $5,143-57.6% | $4,762-54.2% |
| Participant deferral / active EE | $5,029 | $5,948-15.5% | $5,198-3.2% | $5,850-14.0% |
| Admin fee / account holder | $75 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |