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 | $121,818 | $150,440-19.0% | $136,294-10.6% | $147,584-17.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.97% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,011 | $5,256-61.7% | $4,695-57.2% | $4,876-58.8% |
| Participant deferral / active EE | $6,287 | $6,630-5.2% | $6,247+0.6% | $5,439+15.6% |
| Admin fee / account holder | $31 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |