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 9-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 | $125,126 | $112,096+11.6% | $95,952+30.4% | $158,922-21.3% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 18.51% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $5,000 | $3,198+56.3% | $2,541+96.8% | $4,761+5.0% |
| Participant deferral / active EE | $6,383 | $4,784+33.4% | $4,167+53.2% | $5,982+6.7% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |