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 6-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 | $60,709 | $159,602-62.0% | $150,045-59.5% | $142,382-57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,050 | $4,961-38.5% | $4,693-35.0% | $4,299-29.1% |
| Participant deferral / active EE | $10,617 | $8,310+27.8% | $7,997+32.8% | $6,507+63.2% |
| Admin fee / account holder | $246 | $14,846-98.3% | $13,435-98.2% | $12,624-98.1% |