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 | $52,066 | $202,318-74.3% | $172,739-69.9% | $152,861-65.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.84% | 1029.65%-1009.8pp | 802.84%-783.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,095 | $5,856-64.2% | $5,143-59.3% | $4,762-56.0% |
| Participant deferral / active EE | $3,132 | $5,948-47.3% | $5,198-39.7% | $5,850-46.5% |
| Admin fee / account holder | $147 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |