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 9-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 | $47,530 | $180,449-73.7% | $154,107-69.2% | $135,375-64.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 97.25% | 888.09%-790.8pp | 735.12%-637.9pp | 519.73%-422.5pp |
| Employer contribution / active EE | $1,492 | $6,035-75.3% | $5,298-71.8% | $4,779-68.8% |
| Participant deferral / active EE | $4,777 | $5,806-17.7% | $5,081-6.0% | $5,609-14.8% |
| Admin fee / account holder | $152 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |