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 | $55,183 | $150,440-63.3% | $136,294-59.5% | $147,584-62.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.55% | 1049.08%-1025.5pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $5,213 | $5,256-0.8% | $4,695+11.0% | $4,876+6.9% |
| Participant deferral / active EE | $9,137 | $6,630+37.8% | $6,247+46.3% | $5,439+68.0% |
| Admin fee / account holder | $183 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |