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 | $31,196 | $150,440-79.3% | $136,294-77.1% | $147,584-78.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.51% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $4,337 | $5,256-17.5% | $4,695-7.6% | $4,876-11.1% |
| Participant deferral / active EE | $9,881 | $6,630+49.0% | $6,247+58.2% | $5,439+81.7% |
| Admin fee / account holder | $127 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |