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 | $50,762 | $108,919-53.4% | $100,391-49.4% | $145,922-65.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 57.88%-45.1pp | 49.20%-36.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,257 | $4,419-48.9% | $3,942-42.7% | $4,660-51.6% |
| Participant deferral / active EE | $10,298 | $8,445+21.9% | $8,082+27.4% | $6,688+54.0% |
| Admin fee / account holder | $74 | $9,689-99.2% | $7,899-99.1% | $13,397-99.4% |