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 | $56,520 | $104,251-45.8% | $91,001-37.9% | $147,584-61.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.39% | 27.06%-11.7pp | 4.60%+10.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,074 | $3,116-33.4% | $2,456-15.5% | $4,876-57.5% |
| Participant deferral / active EE | $1,186 | $4,195-71.7% | $3,547-66.6% | $5,439-78.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |