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 | $146,082 | $165,335-11.6% | $149,696-2.4% | $158,922-8.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.49% | 348.15%-338.7pp | 276.60%-267.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $18,498 | $5,103+262.5% | $4,644+298.3% | $4,761+288.5% |
| Participant deferral / active EE | $13,757 | $7,181+91.6% | $6,842+101.1% | $5,982+130.0% |
| Admin fee / account holder | $158 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |