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 | $126,202 | $202,318-37.6% | $172,739-26.9% | $152,861-17.4% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 29.40% | 1029.65%-1000.2pp | 802.84%-773.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,517 | $5,856-74.1% | $5,143-70.5% | $4,762-68.1% |
| Participant deferral / active EE | $4,100 | $5,948-31.1% | $5,198-21.1% | $5,850-29.9% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |