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 5-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 | $88,591 | $100,773-12.1% | $88,946-0.4% | $142,382-37.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.85% | 70.18%-50.3pp | 57.82%-38.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $8,870 | $2,918+204.0% | $2,555+247.2% | $4,299+106.3% |
| Participant deferral / active EE | $11,265 | $5,230+115.4% | $4,581+145.9% | $6,507+73.1% |
| Admin fee / account holder | $93 | $9,693-99.0% | $8,261-98.9% | $12,624-99.3% |