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 | $129,428 | $98,240+31.7% | $82,313+57.2% | $147,584-12.3% |
| Participation rate | 95.5% | 79.7%+15.7pp | 76.9%+18.6pp | 82.8%+12.6pp |
| Annual return | 17.86% | 30.85%-13.0pp | 25.88%-8.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $7,345 | $3,192+130.1% | $2,428+202.5% | $4,876+50.6% |
| Participant deferral / active EE | $8,018 | $4,383+82.9% | $3,706+116.3% | $5,439+47.4% |
| Admin fee / account holder | $126 | $8,563-98.5% | $5,608-97.7% | $10,885-98.8% |