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 | $86,929 | $104,251-16.6% | $91,001-4.5% | $147,584-41.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 18.95% | 27.06%-8.1pp | 4.60%+14.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $16,049 | $3,116+415.1% | $2,456+553.6% | $4,876+229.1% |
| Participant deferral / active EE | $9,971 | $4,195+137.7% | $3,547+181.1% | $5,439+83.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |