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 | $101,241 | $109,327-7.4% | $89,391+13.3% | $158,922-36.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.29% | 345.68%-333.4pp | 245.62%-233.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,510 | $3,170-52.4% | $2,586-41.6% | $4,761-68.3% |
| Participant deferral / active EE | $9,443 | $4,598+105.4% | $3,890+142.8% | $5,982+57.9% |
| Admin fee / account holder | $5 | $6,153-99.9% | $4,881-99.9% | $11,246-100.0% |