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 | $245,438 | $103,376+137.4% | $87,100+181.8% | $152,861+60.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 16.97% | 28.10%-11.1pp | 28.19%-11.2pp | 345.32%-328.3pp |
| Employer contribution / active EE | $17,571 | $3,220+445.6% | $2,521+596.9% | $4,762+269.0% |
| Participant deferral / active EE | $13,101 | $4,778+174.2% | $4,049+223.6% | $5,850+123.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |