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 9-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 | $98,808 | $111,754-11.6% | $103,333-4.4% | $145,922-32.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.17% | 24.77%+7.4pp | 24.88%+7.3pp | 561.29%-529.1pp |
| Employer contribution / active EE | $4,290 | $4,212+1.8% | $3,868+10.9% | $4,660-7.9% |
| Participant deferral / active EE | $10,119 | $5,619+80.1% | $5,057+100.1% | $6,688+51.3% |
| Admin fee / account holder | $22 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |