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 | $147,421 | $67,606+118.1% | $82,313+79.1% | $70,131+110.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.29% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,574 | $1,755+160.7% | $2,428+88.4% | $2,342+95.3% |
| Participant deferral / active EE | $5,789 | $2,987+93.8% | $3,706+56.2% | $3,332+73.7% |
| Admin fee / account holder | $128 | $4,512-97.2% | $5,608-97.7% | $4,645-97.2% |