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 | $112,596 | $90,503+24.4% | $78,689+43.1% | $273,961-58.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | 75.60%-69.0pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,409 | $3,176-55.6% | $2,851-50.6% | $4,869-71.1% |
| Participant deferral / active EE | $1,591 | $3,901-59.2% | $3,517-54.8% | $5,287-69.9% |
| Admin fee / account holder | $119 | $5,263-97.7% | $4,510-97.4% | $10,132-98.8% |