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 | $134,005 | $100,852+32.9% | $90,404+48.2% | $158,922-15.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 20.51% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $8,474 | $3,689+129.7% | $3,262+159.8% | $4,761+78.0% |
| Participant deferral / active EE | $1,385 | $4,348-68.2% | $3,963-65.1% | $5,982-76.9% |
| Admin fee / account holder | $19 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |