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 | $76,153 | $106,515-28.5% | $96,683-21.2% | $139,434-45.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.96% | 38.43%-11.5pp | 35.69%-8.7pp | 372.94%-346.0pp |
| Employer contribution / active EE | $2,660 | $4,103-35.2% | $3,737-28.8% | $4,751-44.0% |
| Participant deferral / active EE | $7,828 | $5,454+43.5% | $4,878+60.5% | $6,710+16.7% |
| Admin fee / account holder | $118 | $7,877-98.5% | $6,730-98.2% | $11,403-99.0% |