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 | $50,538 | $115,770-56.3% | $101,248-50.1% | $158,922-68.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.02% | 56.14%-36.1pp | 46.47%-26.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,847 | $4,175-55.8% | $3,660-49.5% | $4,761-61.2% |
| Participant deferral / active EE | $2,559 | $4,957-48.4% | $4,370-41.5% | $5,982-57.2% |
| Admin fee / account holder | -$37 | $7,245-100.5% | $5,945-100.6% | $11,246-100.3% |