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 | $95,230 | $58,208+63.6% | $81,812+16.4% | $80,856+17.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 16.01% | 41.66%-25.6pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,984 | $2,340-15.2% | $2,912-31.9% | $2,755-28.0% |
| Participant deferral / active EE | $2,867 | $3,281-12.6% | $4,319-33.6% | $4,296-33.3% |
| Admin fee / account holder | $63 | $4,981-98.7% | $7,386-99.1% | $6,918-99.1% |