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 | $178,896 | $109,327+63.6% | $89,391+100.1% | $158,922+12.6% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 21.15% | 345.68%-324.5pp | 245.62%-224.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $3,260 | $3,170+2.8% | $2,586+26.1% | $4,761-31.5% |
| Participant deferral / active EE | $5,849 | $4,598+27.2% | $3,890+50.4% | $5,982-2.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |