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 | $183,659 | $157,256+16.8% | $141,162+30.1% | $152,861+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.10% | 64.32%-43.2pp | 71.39%-50.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $10,860 | $5,261+106.4% | $4,735+129.4% | $4,762+128.0% |
| Participant deferral / active EE | $12,186 | $7,109+71.4% | $6,709+81.6% | $5,850+108.3% |
| Admin fee / account holder | $84 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |