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 | $134,915 | $99,020+36.3% | $86,590+55.8% | $147,584-8.6% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 16.95% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $3,001 | $3,132-4.2% | $2,839+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $6,493 | $3,972+63.5% | $3,609+79.9% | $5,439+19.4% |
| Admin fee / account holder | -$96 | $5,710-101.7% | $4,906-102.0% | $10,885-100.9% |