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 | $40,888 | $150,440-72.8% | $136,294-70.0% | $147,584-72.3% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 19.70% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $3,480 | $5,256-33.8% | $4,695-25.9% | $4,876-28.6% |
| Participant deferral / active EE | $6,340 | $6,630-4.4% | $6,247+1.5% | $5,439+16.6% |
| Admin fee / account holder | $291 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |