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 | $73,901 | $152,587-51.6% | $125,175-41.0% | $152,861-51.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.76% | 54.84%-40.1pp | 43.79%-29.0pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,140 | $4,946+44.4% | $3,865+84.7% | $4,762+49.9% |
| Participant deferral / active EE | $11,820 | $5,868+101.4% | $4,937+139.4% | $5,850+102.0% |
| Admin fee / account holder | $21 | $13,434-99.8% | $9,702-99.8% | $11,596-99.8% |