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 | $168,385 | $116,175+44.9% | $93,606+79.9% | $152,861+10.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.88% | 35.96%-15.1pp | 32.76%-11.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $5,830 | $3,218+81.2% | $2,718+114.5% | $4,762+22.4% |
| Participant deferral / active EE | $9,337 | $4,603+102.8% | $4,069+129.5% | $5,850+59.6% |
| Admin fee / account holder | $9 | $10,748-99.9% | $7,888-99.9% | $11,596-99.9% |