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 | $120,815 | $97,744+23.6% | $103,476+16.8% | $145,922-17.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 19.19% | 25.41%-6.2pp | 23.90%-4.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $15,548 | $4,677+232.4% | $4,672+232.8% | $4,660+233.7% |
| Participant deferral / active EE | $13,121 | $6,603+98.7% | $6,623+98.1% | $6,688+96.2% |
| Admin fee / account holder | $5 | $12,515-100.0% | $9,413-99.9% | $13,397-100.0% |