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 | $59,291 | $202,318-70.7% | $172,739-65.7% | $152,861-61.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.92% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,328 | $5,856-43.2% | $5,143-35.3% | $4,762-30.1% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,850+62.4% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |