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 | $202,201 | $142,405+42.0% | $115,157+75.6% | $152,861+32.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.21% | 41.48%-22.3pp | 35.60%-16.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $23,500 | $4,010+486.1% | $3,179+639.3% | $4,762+393.5% |
| Participant deferral / active EE | $1,900 | $5,164-63.2% | $4,168-54.4% | $5,850-67.5% |
| Admin fee / account holder | $68 | $8,462-99.2% | $7,088-99.0% | $11,596-99.4% |