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 | $206,169 | $176,056+17.1% | $159,436+29.3% | $167,490+23.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.13% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,865 | $5,297-8.2% | $4,829+0.7% | $4,837+0.6% |
| Participant deferral / active EE | $9,663 | $7,750+24.7% | $7,352+31.4% | $6,341+52.4% |
| Admin fee / account holder | $5 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |