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 | $196,497 | $197,591-0.6% | $177,821+10.5% | $158,922+23.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.90% | 58.76%-35.9pp | 48.32%-25.4pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,634 | $6,697-60.7% | $5,918-55.5% | $4,761-44.7% |
| Participant deferral / active EE | $15,434 | $8,405+83.6% | $7,714+100.1% | $5,982+158.0% |
| Admin fee / account holder | $28 | $15,399-99.8% | $12,427-99.8% | $11,246-99.7% |