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 | $60,810 | $202,318-69.9% | $172,739-64.8% | $152,861-60.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.10% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,444 | $5,856-58.3% | $5,143-52.5% | $4,762-48.7% |
| Participant deferral / active EE | $3,296 | $5,948-44.6% | $5,198-36.6% | $5,850-43.7% |
| Admin fee / account holder | $233 | $17,109-98.6% | $13,954-98.3% | $11,596-98.0% |