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 | $53,192 | $150,440-64.6% | $136,294-61.0% | $147,584-64.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.35% | 1049.08%-1026.7pp | 5155.94%-5133.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $5,541 | $5,256+5.4% | $4,695+18.0% | $4,876+13.6% |
| Participant deferral / active EE | $12,415 | $6,630+87.2% | $6,247+98.7% | $5,439+128.3% |
| Admin fee / account holder | $153 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |