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 | $218,296 | $177,572+22.9% | $154,803+41.0% | $142,382+53.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.22% | 65.07%-41.9pp | 58.88%-35.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,213 | $4,810-74.8% | $4,305-71.8% | $4,299-71.8% |
| Participant deferral / active EE | $3,050 | $6,272-51.4% | $5,540-45.0% | $6,507-53.1% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |