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 | $183,813 | $89,753+104.8% | $107,525+70.9% | $84,808+116.7% |
| Participation rate | 91.2% | 68.1%+23.1pp | 75.1%+16.1pp | 68.3%+22.9pp |
| Annual return | 14.24% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $9,267 | $3,113+197.6% | $3,754+146.9% | $2,631+252.2% |
| Participant deferral / active EE | $5,372 | $4,056+32.4% | $5,116+5.0% | $4,212+27.6% |
| Admin fee / account holder | $255 | $7,222-96.5% | $8,919-97.1% | $7,344-96.5% |