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 | $87,093 | $114,381-23.9% | $107,525-19.0% | $142,382-38.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.71% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $4,757 | $4,015+18.5% | $3,754+26.7% | $4,299+10.6% |
| Participant deferral / active EE | $6,636 | $5,564+19.3% | $5,116+29.7% | $6,507+2.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |