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 | $137,992 | $112,096+23.1% | $95,952+43.8% | $158,922-13.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 20.33% | 171.09%-150.8pp | 91.61%-71.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,078 | $3,198-66.3% | $2,541-57.6% | $4,761-77.4% |
| Participant deferral / active EE | $3,218 | $4,784-32.7% | $4,167-22.8% | $5,982-46.2% |
| Admin fee / account holder | $96 | $10,130-99.1% | $6,795-98.6% | $11,246-99.2% |