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 | $58,148 | $159,901-63.6% | $146,958-60.4% | $145,922-60.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.07% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,036 | $5,286-61.5% | $4,933-58.7% | $4,660-56.3% |
| Participant deferral / active EE | $3,595 | $8,428-57.4% | $8,070-55.5% | $6,688-46.3% |
| Admin fee / account holder | $10 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |