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 | $127,008 | $98,240+29.3% | $82,313+54.3% | $147,584-13.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.24% | 30.85%-21.6pp | 25.88%-16.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $2,979 | $3,192-6.7% | $2,428+22.7% | $4,876-38.9% |
| Participant deferral / active EE | $13,490 | $4,383+207.8% | $3,706+264.0% | $5,439+148.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |