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 | $121,408 | $99,877+21.6% | $84,966+42.9% | $145,922-16.8% |
| Participation rate | 81.3% | 74.1%+7.2pp | 67.5%+13.7pp | 80.3%+1.0pp |
| Annual return | 10.83% | 83.76%-72.9pp | 66.38%-55.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,954 | $3,231-8.6% | $2,727+8.3% | $4,660-36.6% |
| Participant deferral / active EE | $6,317 | $5,291+19.4% | $4,519+39.8% | $6,688-5.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |