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 | $54,733 | $105,998-48.4% | $92,233-40.7% | $147,584-62.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 19.12% | 50.05%-30.9pp | 176.28%-157.2pp | 578.55%-559.4pp |
| Employer contribution / active EE | $13,728 | $4,333+216.8% | $3,679+273.1% | $4,876+181.5% |
| Participant deferral / active EE | $9,595 | $4,478+114.3% | $3,897+146.2% | $5,439+76.4% |
| Admin fee / account holder | $102 | $6,332-98.4% | $5,194-98.0% | $10,885-99.1% |