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 | $88,849 | $60,124+47.8% | $90,404-1.7% | $79,858+11.3% |
| Participation rate | 92.0% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.4pp |
| Annual return | 18.99% | 71.94%-53.0pp | 1293.02%-1274.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,284 | $2,068-37.9% | $3,262-60.6% | $2,471-48.0% |
| Participant deferral / active EE | $3,900 | $2,938+32.7% | $3,963-1.6% | $3,740+4.3% |
| Admin fee / account holder | $12 | $3,976-99.7% | $5,611-99.8% | $5,306-99.8% |