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 | $61,331 | $217,402-71.8% | $185,823-67.0% | $167,490-63.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.92% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $6,575 | $5,873+12.0% | $5,167+27.2% | $4,837+35.9% |
| Participant deferral / active EE | $5,440 | $6,356-14.4% | $5,568-2.3% | $6,341-14.2% |
| Admin fee / account holder | $56 | $19,811-99.7% | $16,237-99.7% | $12,309-99.5% |