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 | $211,345 | $114,381+84.8% | $107,525+96.6% | $142,382+48.4% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 14.49% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,262 | $4,015-18.8% | $3,754-13.1% | $4,299-24.1% |
| Participant deferral / active EE | $7,242 | $5,564+30.1% | $5,116+41.6% | $6,507+11.3% |
| Admin fee / account holder | $152 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |