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 | $53,699 | $85,202-37.0% | $172,739-68.9% | $72,985-26.4% |
| Participation rate | 98.6% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.1pp |
| Annual return | 62.70% | 27.32%+35.4pp | 802.84%-740.1pp | 81.00%-18.3pp |
| Employer contribution / active EE | $3,542 | $3,324+6.5% | $5,143-31.1% | $2,440+45.2% |
| Participant deferral / active EE | $11,077 | $3,260+239.8% | $5,198+113.1% | $3,607+207.1% |
| Admin fee / account holder | $35 | $5,884-99.4% | $13,954-99.7% | $5,124-99.3% |