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 | $248,006 | $114,381+116.8% | $107,525+130.6% | $142,382+74.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 21.66% | 242.71%-221.0pp | 181.32%-159.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,419 | $4,015-14.8% | $3,754-8.9% | $4,299-20.5% |
| Participant deferral / active EE | $13,825 | $5,564+148.5% | $5,116+170.2% | $6,507+112.5% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |