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 | $143,334 | $96,635+48.3% | $86,612+65.5% | $139,434+2.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.28% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $11,124 | $3,263+240.9% | $3,022+268.0% | $4,751+134.1% |
| Participant deferral / active EE | $3,565 | $4,836-26.3% | $4,438-19.7% | $6,710-46.9% |
| Admin fee / account holder | $84 | $6,408-98.7% | $5,614-98.5% | $11,403-99.3% |