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 | $98,379 | $113,935-13.7% | $94,224+4.4% | $125,391-21.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.25% | 5.29%-4.0pp | 10.68%-9.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $4,750 | $4,727+0.5% | $3,587+32.4% | $4,866-2.4% |
| Participant deferral / active EE | $10,640 | $5,179+105.5% | $4,320+146.3% | $5,352+98.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |