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 | $248,597 | $125,758+97.7% | $169,993+46.2% | $75,163+230.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.14% | 27.20%-4.1pp | 53.37%-30.2pp | 160.62%-137.5pp |
| Employer contribution / active EE | $11,139 | $4,615+141.4% | $6,785+64.2% | $2,670+317.2% |
| Participant deferral / active EE | $17,413 | $6,837+154.7% | $10,408+67.3% | $4,125+322.1% |
| Admin fee / account holder | $142 | $8,173-98.3% | $12,815-98.9% | $5,651-97.5% |