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 | $109,719 | $83,337+31.7% | $67,834+61.7% | $273,961-60.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.11% | 259.45%-252.3pp | 138.47%-131.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,071 | $3,287+115.1% | $2,403+194.2% | $4,869+45.2% |
| Participant deferral / active EE | $15,824 | $4,088+287.1% | $3,160+400.8% | $5,287+199.3% |
| Admin fee / account holder | $58 | $6,752-99.1% | $4,622-98.7% | $10,132-99.4% |