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 | $86,494 | $115,770-25.3% | $101,248-14.6% | $158,922-45.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.62% | 56.14%-43.5pp | 46.47%-33.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,917 | $4,175+17.8% | $3,660+34.4% | $4,761+3.3% |
| Participant deferral / active EE | $10,654 | $4,957+114.9% | $4,370+143.8% | $5,982+78.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |