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 | $119,270 | $111,724+6.8% | $93,606+27.4% | $145,922-18.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.54% | 202.98%-183.4pp | 133.20%-113.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,567 | $3,090+15.5% | $2,420+47.4% | $4,660-23.4% |
| Participant deferral / active EE | $3,947 | $4,912-19.7% | $4,411-10.5% | $6,688-41.0% |
| Admin fee / account holder | $243 | $10,250-97.6% | $8,285-97.1% | $13,397-98.2% |