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 | $204,544 | $99,918+104.7% | $81,382+151.3% | $145,922+40.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 34.32%-23.1pp | 24.73%-13.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,887 | $2,978-3.1% | $2,463+17.2% | $4,660-38.1% |
| Participant deferral / active EE | $4,586 | $4,605-0.4% | $3,883+18.1% | $6,688-31.4% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |