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 | $98,782 | $107,015-7.7% | $73,545+34.3% | $147,584-33.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.97% | 38.25%-17.3pp | -15.16%+36.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $521 | $1,760-70.4% | $1,219-57.2% | $4,876-89.3% |
| Participant deferral / active EE | $3,616 | $2,462+46.9% | $1,806+100.2% | $5,439-33.5% |
| Admin fee / account holder | $19 | $3,055-99.4% | $2,320-99.2% | $10,885-99.8% |