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 | $144,257 | $115,770+24.6% | $101,248+42.5% | $158,922-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.65% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,230 | $4,175-70.5% | $3,660-66.4% | $4,761-74.2% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $37 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |