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 | $183,724 | $131,829+39.4% | $108,579+69.2% | $273,961-32.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.02% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $4,384 | $4,912-10.7% | $3,758+16.7% | $4,869-9.9% |
| Participant deferral / active EE | $11,143 | $5,127+117.3% | $4,311+158.5% | $5,287+110.8% |
| Admin fee / account holder | $4 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |