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 | $239,520 | $133,922+78.9% | $116,228+106.1% | $142,382+68.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.49% | 147.76%-129.3pp | 90.06%-71.6pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,611 | $3,446+4.8% | $2,994+20.6% | $4,299-16.0% |
| Participant deferral / active EE | $2,124 | $5,672-62.6% | $4,953-57.1% | $6,507-67.4% |
| Admin fee / account holder | $37 | $14,945-99.8% | $11,989-99.7% | $12,624-99.7% |