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 | $46,634 | $209,411-77.7% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.54% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,591 | $5,706-37.1% | $5,011-28.3% | $4,761-24.6% |
| Participant deferral / active EE | $6,450 | $5,954+8.3% | $5,202+24.0% | $5,982+7.8% |
| Admin fee / account holder | $189 | $17,074-98.9% | $13,984-98.6% | $11,246-98.3% |