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 | $199,400 | $165,984+20.1% | $164,813+21.0% | $145,922+36.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 16.37% | 100.03%-83.7pp | 69.93%-53.6pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,608 | $5,273-50.5% | $4,341-39.9% | $4,660-44.0% |
| Participant deferral / active EE | $8,285 | $6,959+19.1% | $6,031+37.4% | $6,688+23.9% |
| Admin fee / account holder | $193 | $16,648-98.8% | $12,690-98.5% | $13,397-98.6% |