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 | $91,281 | $121,625-24.9% | $104,607-12.7% | $158,922-42.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.72% | 465.26%-449.5pp | 340.46%-324.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,836 | $3,163-42.0% | $2,681-31.5% | $4,761-61.4% |
| Participant deferral / active EE | $6,966 | $4,177+66.8% | $3,740+86.3% | $5,982+16.5% |
| Admin fee / account holder | $150 | $7,787-98.1% | $6,473-97.7% | $11,246-98.7% |