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 | $95,871 | $135,952-29.5% | $123,892-22.6% | $273,961-65.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.44% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,340 | $5,170-16.1% | $4,617-6.0% | $4,869-10.9% |
| Participant deferral / active EE | $10,284 | $6,343+62.1% | $5,984+71.9% | $5,287+94.5% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |