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 | $97,247 | $217,402-55.3% | $185,823-47.7% | $167,490-41.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.77% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $4,388 | $5,873-25.3% | $5,167-15.1% | $4,837-9.3% |
| Participant deferral / active EE | $17,142 | $6,356+169.7% | $5,568+207.9% | $6,341+170.3% |
| Admin fee / account holder | $293 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |