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 | $132,685 | $165,984-20.1% | $164,813-19.5% | $145,922-9.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.86% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.4pp |
| Employer contribution / active EE | $9,473 | $5,273+79.6% | $4,341+118.2% | $4,660+103.3% |
| Participant deferral / active EE | $16,116 | $6,959+131.6% | $6,031+167.2% | $6,688+141.0% |
| Admin fee / account holder | $22 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |