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 | $151,829 | $209,832-27.6% | $189,513-19.9% | $167,490-9.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.44% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,756 | $6,914-60.1% | $6,162-55.3% | $4,837-43.0% |
| Participant deferral / active EE | $8,779 | $8,935-1.7% | $8,221+6.8% | $6,341+38.4% |
| Admin fee / account holder | $210 | $14,293-98.5% | $12,045-98.3% | $12,309-98.3% |