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 | $71,358 | $238,490-70.1% | $180,183-60.4% | $142,382-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.64% | 33.56%-14.9pp | 27.86%-9.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,328 | $6,143-62.1% | $5,039-53.8% | $4,299-45.8% |
| Participant deferral / active EE | $4,657 | $7,996-41.8% | $6,822-31.7% | $6,507-28.4% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |