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 | $85,259 | $117,381-27.4% | $99,443-14.3% | $152,861-44.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 22.46% | 31.87%-9.4pp | 30.72%-8.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,796 | $3,013-7.2% | $2,540+10.1% | $4,762-41.3% |
| Participant deferral / active EE | $9,289 | $4,086+127.3% | $3,619+156.7% | $5,850+58.8% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |