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 | $103,532 | $176,056-41.2% | $159,436-35.1% | $167,490-38.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.02% | 331.75%-315.7pp | 263.57%-247.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $7,532 | $5,297+42.2% | $4,829+56.0% | $4,837+55.7% |
| Participant deferral / active EE | $10,797 | $7,750+39.3% | $7,352+46.9% | $6,341+70.3% |
| Admin fee / account holder | $263 | $12,554-97.9% | $10,799-97.6% | $12,309-97.9% |