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 | $119,467 | $176,662-32.4% | $130,648-8.6% | $152,861-21.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.48% | 2692.24%-2671.8pp | 1708.96%-1688.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $12,867 | $5,742+124.1% | $4,092+214.5% | $4,762+170.2% |
| Participant deferral / active EE | $12,537 | $4,361+187.5% | $3,603+248.0% | $5,850+114.3% |
| Admin fee / account holder | $19 | $7,133-99.7% | $5,464-99.7% | $11,596-99.8% |