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 | $199,445 | $217,402-8.3% | $185,823+7.3% | $167,490+19.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.37% | 148.36%-128.0pp | 122.05%-101.7pp | 478.56%-458.2pp |
| Employer contribution / active EE | $5,271 | $5,873-10.3% | $5,167+2.0% | $4,837+9.0% |
| Participant deferral / active EE | $8,064 | $6,356+26.9% | $5,568+44.8% | $6,341+27.2% |
| Admin fee / account holder | $241 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |