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 | $112,922 | $108,919+3.7% | $100,391+12.5% | $145,922-22.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.59% | 57.88%-38.3pp | 49.20%-29.6pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,406 | $4,419-45.6% | $3,942-39.0% | $4,660-48.4% |
| Participant deferral / active EE | $9,195 | $8,445+8.9% | $8,082+13.8% | $6,688+37.5% |
| Admin fee / account holder | $246 | $9,689-97.5% | $7,899-96.9% | $13,397-98.2% |