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 | $120,320 | $100,773+19.4% | $88,946+35.3% | $142,382-15.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.18% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,381 | $2,918+15.9% | $2,555+32.3% | $4,299-21.4% |
| Participant deferral / active EE | $6,779 | $5,230+29.6% | $4,581+48.0% | $6,507+4.2% |
| Admin fee / account holder | $108 | $9,693-98.9% | $8,261-98.7% | $12,624-99.1% |