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 | $99,234 | $106,890-7.2% | $84,015+18.1% | $152,861-35.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.09% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,969 | $2,734-28.0% | $1,983-0.7% | $4,762-58.6% |
| Participant deferral / active EE | $5,914 | $4,011+47.4% | $3,239+82.6% | $5,850+1.1% |
| Admin fee / account holder | $51 | $8,285-99.4% | $6,101-99.2% | $11,596-99.6% |