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 | $74,368 | $103,376-28.1% | $87,100-14.6% | $152,861-51.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.97% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $14,159 | $3,220+339.7% | $2,521+461.6% | $4,762+197.3% |
| Participant deferral / active EE | $8,780 | $4,778+83.8% | $4,049+116.9% | $5,850+50.1% |
| Admin fee / account holder | $101 | $12,205-99.2% | $7,497-98.7% | $11,596-99.1% |