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 | $48,462 | $144,119-66.4% | $117,854-58.9% | $147,584-67.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 20.53% | 531.15%-510.6pp | 335.08%-314.5pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,097 | $4,896-57.2% | $3,786-44.6% | $4,876-57.0% |
| Participant deferral / active EE | $2,542 | $5,316-52.2% | $4,482-43.3% | $5,439-53.3% |
| Admin fee / account holder | $41 | $10,886-99.6% | $8,020-99.5% | $10,885-99.6% |