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 | $123,460 | $165,335-25.3% | $149,696-17.5% | $158,922-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.35% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,853 | $5,103-44.1% | $4,644-38.6% | $4,761-40.1% |
| Participant deferral / active EE | $9,359 | $7,181+30.3% | $6,842+36.8% | $5,982+56.5% |
| Admin fee / account holder | $13 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |