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 | $185,368 | $165,335+12.1% | $149,696+23.8% | $158,922+16.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.06% | 348.15%-338.1pp | 276.60%-266.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $22,083 | $5,103+332.8% | $4,644+375.5% | $4,761+363.8% |
| Participant deferral / active EE | $13,348 | $7,181+85.9% | $6,842+95.1% | $5,982+123.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |