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 7-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 | $231,541 | $159,602+45.1% | $150,045+54.3% | $142,382+62.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.31% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $13,074 | $4,961+163.6% | $4,693+178.6% | $4,299+204.1% |
| Participant deferral / active EE | $22,724 | $8,310+173.5% | $7,997+184.2% | $6,507+249.2% |
| Admin fee / account holder | $248 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |