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 | $103,392 | $135,952-24.0% | $123,892-16.5% | $273,961-62.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.05% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $1,274 | $5,170-75.4% | $4,617-72.4% | $4,869-73.8% |
| Participant deferral / active EE | $8,954 | $6,343+41.2% | $5,984+49.6% | $5,287+69.3% |
| Admin fee / account holder | $59 | $9,817-99.4% | $8,357-99.3% | $10,132-99.4% |