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 9-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 | $57,646 | $217,402-73.5% | $185,823-69.0% | $167,490-65.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.88% | 148.36%-124.5pp | 122.05%-98.2pp | 478.56%-454.7pp |
| Employer contribution / active EE | $5,928 | $5,873+0.9% | $5,167+14.7% | $4,837+22.5% |
| Participant deferral / active EE | $9,189 | $6,356+44.6% | $5,568+65.0% | $6,341+44.9% |
| Admin fee / account holder | $246 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |