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 | $202,729 | $176,377+14.9% | $134,143+51.1% | $158,922+27.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.85% | 63.63%-45.8pp | 36.33%-18.5pp | 302.83%-285.0pp |
| Employer contribution / active EE | $12,675 | $5,040+151.5% | $3,704+242.2% | $4,761+166.2% |
| Participant deferral / active EE | $14,625 | $4,091+257.5% | $3,499+318.0% | $5,982+144.5% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |