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 | $26,080 | $150,440-82.7% | $136,294-80.9% | $147,584-82.3% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 19.22% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,476 | $5,256-71.9% | $4,695-68.6% | $4,876-69.7% |
| Participant deferral / active EE | $3,210 | $6,630-51.6% | $6,247-48.6% | $5,439-41.0% |
| Admin fee / account holder | $38 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |