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 | $105,104 | $100,852+4.2% | $90,404+16.3% | $158,922-33.9% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 19.88% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $869 | $3,689-76.4% | $3,262-73.4% | $4,761-81.7% |
| Participant deferral / active EE | $4,195 | $4,348-3.5% | $3,963+5.9% | $5,982-29.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |