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 | $162,203 | $115,770+40.1% | $101,248+60.2% | $158,922+2.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.57% | 56.14%-40.6pp | 46.47%-30.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,784 | $4,175-33.3% | $3,660-23.9% | $4,761-41.5% |
| Participant deferral / active EE | $10,447 | $4,957+110.7% | $4,370+139.0% | $5,982+74.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |