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 | $153,928 | $105,181+46.3% | $159,436-3.5% | $85,850+79.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.28% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $1,556 | $3,318-53.1% | $4,829-67.8% | $2,565-39.4% |
| Participant deferral / active EE | $4,156 | $5,945-30.1% | $7,352-43.5% | $3,952+5.2% |
| Admin fee / account holder | $28 | $6,933-99.6% | $10,799-99.7% | $6,260-99.6% |