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 | $106,653 | $135,952-21.6% | $123,892-13.9% | $273,961-61.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.47% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,244 | $5,170-75.9% | $4,617-73.1% | $4,869-74.4% |
| Participant deferral / active EE | $12,630 | $6,343+99.1% | $5,984+111.1% | $5,287+138.9% |
| Admin fee / account holder | $262 | $9,817-97.3% | $8,357-96.9% | $10,132-97.4% |