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 | $194,140 | $90,503+114.5% | $78,689+146.7% | $273,961-29.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.86% | 75.60%-65.7pp | 62.18%-52.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $9,466 | $3,176+198.1% | $2,851+232.1% | $4,869+94.4% |
| Participant deferral / active EE | $11,507 | $3,901+195.0% | $3,517+227.2% | $5,287+117.6% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |