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 | $192,664 | $74,888+157.3% | $71,209+170.6% | $142,382+35.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.39% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $17,657 | $2,854+518.6% | $2,721+548.9% | $4,299+310.7% |
| Participant deferral / active EE | $13,667 | $4,454+206.8% | $4,175+227.3% | $6,507+110.0% |
| Admin fee / account holder | $113 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |