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 | $98,136 | $124,185-21.0% | $108,410-9.5% | $167,490-41.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.67% | 1379.64%-1369.0pp | 905.27%-894.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,762 | $4,187-34.0% | $3,558-22.4% | $4,837-42.9% |
| Participant deferral / active EE | $8,532 | $6,908+23.5% | $6,563+30.0% | $6,341+34.5% |
| Admin fee / account holder | $11 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |