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 | $30,981 | $180,449-82.8% | $154,107-79.9% | $135,375-77.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | 0.04% | 888.09%-888.1pp | 735.12%-735.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,294 | $6,035-12.3% | $5,298-0.1% | $4,779+10.8% |
| Participant deferral / active EE | $2,453 | $5,806-57.7% | $5,081-51.7% | $5,609-56.3% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |