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 | $143,533 | $97,744+46.8% | $103,476+38.7% | $145,922-1.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.32% | 25.41%-13.1pp | 23.90%-11.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,064 | $4,677-55.9% | $4,672-55.8% | $4,660-55.7% |
| Participant deferral / active EE | $6,975 | $6,603+5.6% | $6,623+5.3% | $6,688+4.3% |
| Admin fee / account holder | $7 | $12,515-99.9% | $9,413-99.9% | $13,397-99.9% |