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 | $49,191 | $138,065-64.4% | $123,544-60.2% | $135,375-63.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.28% | 153.68%-150.4pp | 119.20%-115.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $3,208 | $5,151-37.7% | $4,628-30.7% | $4,779-32.9% |
| Participant deferral / active EE | $5,462 | $6,799-19.7% | $6,426-15.0% | $5,609-2.6% |
| Admin fee / account holder | $23 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |