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 | $45,139 | $77,419-41.7% | $69,455-35.0% | $152,861-70.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.77% | 39.06%-14.3pp | 28.97%-4.2pp | 345.32%-320.6pp |
| Employer contribution / active EE | $5,694 | $3,315+71.7% | $2,779+104.9% | $4,762+19.6% |
| Participant deferral / active EE | $6,129 | $4,414+38.9% | $3,535+73.4% | $5,850+4.8% |
| Admin fee / account holder | $13 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |