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 6-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 | $67,544 | $159,901-57.8% | $146,958-54.0% | $145,922-53.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 17.45% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,785 | $5,286-47.3% | $4,933-43.5% | $4,660-40.2% |
| Participant deferral / active EE | $12,274 | $8,428+45.6% | $8,070+52.1% | $6,688+83.5% |
| Admin fee / account holder | $142 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |