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 | $149,854 | $98,240+52.5% | $82,313+82.1% | $147,584+1.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.87% | 30.85%-19.0pp | 25.88%-14.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,071 | $3,192-3.8% | $2,428+26.4% | $4,876-37.0% |
| Participant deferral / active EE | $13,998 | $4,383+219.4% | $3,706+277.7% | $5,439+157.4% |
| Admin fee / account holder | $124 | $8,563-98.6% | $5,608-97.8% | $10,885-98.9% |