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 | $47,767 | $109,327-56.3% | $89,391-46.6% | $158,922-69.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.01% | 345.68%-320.7pp | 245.62%-220.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,478 | $3,170-53.4% | $2,586-42.8% | $4,761-68.9% |
| Participant deferral / active EE | $6,062 | $4,598+31.8% | $3,890+55.9% | $5,982+1.3% |
| Admin fee / account holder | $85 | $6,153-98.6% | $4,881-98.3% | $11,246-99.2% |