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 | $133,689 | $81,632+63.8% | $70,449+89.8% | $158,922-15.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.91% | 208.40%-198.5pp | 109.03%-99.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $5,126 | $3,217+59.3% | $2,737+87.3% | $4,761+7.7% |
| Participant deferral / active EE | $9,750 | $4,554+114.1% | $3,709+162.9% | $5,982+63.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |