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 | $81,798 | $78,705+3.9% | $117,854-30.6% | $70,131+16.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.61% | 23.30%-9.7pp | 335.08%-321.5pp | 73.14%-59.5pp |
| Employer contribution / active EE | $994 | $2,223-55.3% | $3,786-73.8% | $2,342-57.6% |
| Participant deferral / active EE | $4,419 | $3,297+34.0% | $4,482-1.4% | $3,332+32.6% |
| Admin fee / account holder | $220 | $5,065-95.7% | $8,020-97.3% | $4,645-95.3% |