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 6-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 | $56,075 | $133,958-58.1% | $112,228-50.0% | $134,475-58.3% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | 158.61% | 47.11%+111.5pp | 27.45%+131.2pp | 417.96%-259.3pp |
| Employer contribution / active EE | $2,056 | $4,038-49.1% | $3,635-43.4% | $4,740-56.6% |
| Participant deferral / active EE | $3,961 | $5,291-25.1% | $4,728-16.2% | $6,400-38.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |