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 5-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 | $45,664 | $88,751-48.5% | $81,812-44.2% | $145,922-68.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 17.58% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $4,805 | $3,083+55.8% | $2,912+65.0% | $4,660+3.1% |
| Participant deferral / active EE | $7,155 | $4,643+54.1% | $4,319+65.7% | $6,688+7.0% |
| Admin fee / account holder | $76 | $8,415-99.1% | $7,386-99.0% | $13,397-99.4% |