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 | $195,581 | $109,817+78.1% | $98,442+98.7% | $167,490+16.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.18% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,127 | $3,224-34.0% | $2,960-28.1% | $4,837-56.0% |
| Participant deferral / active EE | $4,847 | $4,673+3.7% | $4,276+13.4% | $6,341-23.6% |
| Admin fee / account holder | $100 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |