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 6-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 | $212,746 | $214,378-0.8% | $200,582+6.1% | $142,382+49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.51% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $25,369 | $6,841+270.8% | $6,419+295.2% | $4,299+490.1% |
| Participant deferral / active EE | $22,213 | $9,865+125.2% | $9,331+138.1% | $6,507+241.4% |
| Admin fee / account holder | $181 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |