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 | $90,363 | $98,240-8.0% | $82,313+9.8% | $147,584-38.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.36% | 30.85%-12.5pp | 25.88%-7.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $12,234 | $3,192+283.3% | $2,428+403.8% | $4,876+150.9% |
| Participant deferral / active EE | $14,319 | $4,383+226.7% | $3,706+286.4% | $5,439+163.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |