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 | $97,311 | $104,907-7.2% | $84,611+15.0% | $152,861-36.3% |
| Participation rate | 78.6% | 74.8%+3.8pp | 68.2%+10.3pp | 82.4%-3.9pp |
| Annual return | 22.70% | 373.79%-351.1pp | 258.74%-236.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $814 | $3,302-75.4% | $2,652-69.3% | $4,762-82.9% |
| Participant deferral / active EE | $6,507 | $4,688+38.8% | $3,899+66.9% | $5,850+11.2% |
| Admin fee / account holder | $74 | $6,241-98.8% | $4,912-98.5% | $11,596-99.4% |