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 | $84,524 | $127,386-33.6% | $115,037-26.5% | $125,391-32.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.87% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $7,041 | $5,166+36.3% | $4,608+52.8% | $4,866+44.7% |
| Participant deferral / active EE | $5,000 | $6,423-22.2% | $6,026-17.0% | $5,352-6.6% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |