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 | $109,297 | $105,998+3.1% | $92,233+18.5% | $147,584-25.9% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 33.47% | 50.05%-16.6pp | 176.28%-142.8pp | 578.55%-545.1pp |
| Employer contribution / active EE | $1,822 | $4,333-58.0% | $3,679-50.5% | $4,876-62.6% |
| Participant deferral / active EE | $3,798 | $4,478-15.2% | $3,897-2.5% | $5,439-30.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |