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 | $121,733 | $176,812-31.2% | $146,665-17.0% | $167,490-27.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.45% | 24.03%-13.6pp | 22.74%-12.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,397 | $5,160-53.6% | $4,136-42.1% | $4,837-50.5% |
| Participant deferral / active EE | $7,417 | $6,440+15.2% | $5,506+34.7% | $6,341+17.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |