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 8-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 | $139,274 | $111,754+24.6% | $103,333+34.8% | $145,922-4.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,303 | $4,212-45.3% | $3,868-40.5% | $4,660-50.6% |
| Participant deferral / active EE | $10,480 | $5,619+86.5% | $5,057+107.2% | $6,688+56.7% |
| Admin fee / account holder | $27 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |