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 | $56,316 | $183,963-69.4% | $162,163-65.3% | $152,861-63.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.70% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $4,466 | $6,371-29.9% | $5,614-20.4% | $4,762-6.2% |
| Participant deferral / active EE | $6,322 | $8,034-21.3% | $7,298-13.4% | $5,850+8.1% |
| Admin fee / account holder | $169 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |