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 | $54,019 | $159,602-66.2% | $150,045-64.0% | $142,382-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.15% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,106 | $4,961-17.2% | $4,693-12.5% | $4,299-4.5% |
| Participant deferral / active EE | $10,600 | $8,310+27.6% | $7,997+32.6% | $6,507+62.9% |
| Admin fee / account holder | $74 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |