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 | $41,228 | $180,449-77.2% | $154,107-73.2% | $135,375-69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.37% | 888.09%-887.7pp | 735.12%-734.7pp | 519.73%-519.4pp |
| Employer contribution / active EE | $3,508 | $6,035-41.9% | $5,298-33.8% | $4,779-26.6% |
| Participant deferral / active EE | $7,563 | $5,806+30.3% | $5,081+48.9% | $5,609+34.8% |
| Admin fee / account holder | $55 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |