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 | $56,516 | $135,635-58.3% | $110,238-48.7% | $135,375-58.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.08% | 513.19%-513.1pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,727 | $4,906-64.8% | $3,826-54.9% | $4,779-63.9% |
| Participant deferral / active EE | $2,662 | $5,506-51.7% | $4,672-43.0% | $5,609-52.5% |
| Admin fee / account holder | $181 | $11,457-98.4% | $8,547-97.9% | $10,827-98.3% |