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 4-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 | $69,264 | $214,378-67.7% | $200,582-65.5% | $142,382-51.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.15% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $11,091 | $6,841+62.1% | $6,419+72.8% | $4,299+158.0% |
| Participant deferral / active EE | $9,117 | $9,865-7.6% | $9,331-2.3% | $6,507+40.1% |
| Admin fee / account holder | $77 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |