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 8-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 | $238,426 | $165,335+44.2% | $149,696+59.3% | $158,922+50.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.82% | 348.15%-316.3pp | 276.60%-244.8pp | 302.83%-271.0pp |
| Employer contribution / active EE | $6,055 | $5,103+18.7% | $4,644+30.4% | $4,761+27.2% |
| Participant deferral / active EE | $10,223 | $7,181+42.4% | $6,842+49.4% | $5,982+70.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |