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 | $48,929 | $150,440-67.5% | $136,294-64.1% | $147,584-66.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.44% | 1049.08%-1025.6pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $3,106 | $5,256-40.9% | $4,695-33.9% | $4,876-36.3% |
| Participant deferral / active EE | $8,802 | $6,630+32.7% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $169 | $10,905-98.4% | $9,243-98.2% | $10,885-98.4% |