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 | $51,160 | $150,440-66.0% | $136,294-62.5% | $147,584-65.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.60% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,667 | $5,256-49.3% | $4,695-43.2% | $4,876-45.3% |
| Participant deferral / active EE | $4,259 | $6,630-35.8% | $6,247-31.8% | $5,439-21.7% |
| Admin fee / account holder | $130 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |