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 6-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 | $67,179 | $74,888-10.3% | $71,209-5.7% | $142,382-52.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.09% | 345.14%-323.1pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,778 | $2,854+102.4% | $2,721+112.3% | $4,299+34.4% |
| Participant deferral / active EE | $10,557 | $4,454+137.0% | $4,175+152.8% | $6,507+62.2% |
| Admin fee / account holder | $184 | $5,568-96.7% | $5,349-96.6% | $12,624-98.5% |