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 | $211,769 | $100,852+110.0% | $90,404+134.2% | $158,922+33.3% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 12.80% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $5,561 | $3,689+50.8% | $3,262+70.5% | $4,761+16.8% |
| Participant deferral / active EE | $9,599 | $4,348+120.8% | $3,963+142.2% | $5,982+60.5% |
| Admin fee / account holder | $115 | $6,501-98.2% | $5,611-98.0% | $11,246-99.0% |