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 8-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 | $51,309 | $202,318-74.6% | $172,739-70.3% | $152,861-66.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 24.40% | 1029.65%-1005.3pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,201 | $5,856-62.4% | $5,143-57.2% | $4,762-53.8% |
| Participant deferral / active EE | $6,050 | $5,948+1.7% | $5,198+16.4% | $5,850+3.4% |
| Admin fee / account holder | $185 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |