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 | $65,699 | $202,318-67.5% | $172,739-62.0% | $152,861-57.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.39% | 1029.65%-1000.3pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,709 | $5,856-70.8% | $5,143-66.8% | $4,762-64.1% |
| Participant deferral / active EE | $9,804 | $5,948+64.8% | $5,198+88.6% | $5,850+67.6% |
| Admin fee / account holder | $26 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |