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 | $94,468 | $159,901-40.9% | $146,958-35.7% | $145,922-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.48% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,466 | $5,286-53.4% | $4,933-50.0% | $4,660-47.1% |
| Participant deferral / active EE | $9,715 | $8,428+15.3% | $8,070+20.4% | $6,688+45.3% |
| Admin fee / account holder | $143 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |