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 | $186,388 | $92,222+102.1% | $76,768+142.8% | $135,375+37.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 15.05% | 5.46%+9.6pp | 2.43%+12.6pp | 519.73%-504.7pp |
| Employer contribution / active EE | $4,517 | $3,216+40.5% | $2,485+81.8% | $4,779-5.5% |
| Participant deferral / active EE | $12,952 | $4,509+187.3% | $3,852+236.3% | $5,609+130.9% |
| Admin fee / account holder | $205 | $10,748-98.1% | $6,675-96.9% | $10,827-98.1% |