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 | $229,329 | $165,335+38.7% | $149,696+53.2% | $158,922+44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.48% | 348.15%-328.7pp | 276.60%-257.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,233 | $5,103-56.2% | $4,644-51.9% | $4,761-53.1% |
| Participant deferral / active EE | $11,483 | $7,181+59.9% | $6,842+67.8% | $5,982+92.0% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |