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 | $106,846 | $89,355+19.6% | $141,162-24.3% | $72,985+46.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.22% | 111.85%-86.6pp | 71.39%-46.2pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,000 | $3,114-35.8% | $4,735-57.8% | $2,440-18.0% |
| Participant deferral / active EE | $3,250 | $5,418-40.0% | $6,709-51.6% | $3,607-9.9% |
| Admin fee / account holder | $36 | $5,958-99.4% | $10,261-99.6% | $5,124-99.3% |