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 | $123,436 | $117,983+4.6% | $101,794+21.3% | $142,382-13.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.47% | 36.92%-19.4pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,075 | $2,773+10.9% | $2,289+34.3% | $4,299-28.5% |
| Participant deferral / active EE | $3,797 | $4,714-19.5% | $4,084-7.0% | $6,507-41.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |