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 | $81,413 | $131,829-38.2% | $108,579-25.0% | $273,961-70.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.33% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,365 | $4,912-31.5% | $3,758-10.5% | $4,869-30.9% |
| Participant deferral / active EE | $10,003 | $5,127+95.1% | $4,311+132.0% | $5,287+89.2% |
| Admin fee / account holder | $108 | $10,252-99.0% | $7,645-98.6% | $10,132-98.9% |