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 6-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 | $87,177 | $210,648-58.6% | $177,989-51.0% | $145,922-40.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.37% | 385.86%-370.5pp | 294.48%-279.1pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,843 | $4,565+6.1% | $3,949+22.6% | $4,660+3.9% |
| Participant deferral / active EE | $11,838 | $6,958+70.1% | $6,276+88.6% | $6,688+77.0% |
| Admin fee / account holder | $170 | $12,013-98.6% | $10,363-98.4% | $13,397-98.7% |