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 | $133,202 | $92,222+44.4% | $76,768+73.5% | $135,375-1.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.86% | 5.46%+2.4pp | 2.43%+5.4pp | 519.73%-511.9pp |
| Employer contribution / active EE | $1,019 | $3,216-68.3% | $2,485-59.0% | $4,779-78.7% |
| Participant deferral / active EE | $2,525 | $4,509-44.0% | $3,852-34.5% | $5,609-55.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |