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 | $70,931 | $150,440-52.9% | $136,294-48.0% | $147,584-51.9% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 24.48% | 1049.08%-1024.6pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $11,950 | $5,256+127.4% | $4,695+154.5% | $4,876+145.1% |
| Participant deferral / active EE | $4,535 | $6,630-31.6% | $6,247-27.4% | $5,439-16.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |