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 | $188,043 | $115,770+62.4% | $101,248+85.7% | $158,922+18.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.99% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,163 | $4,175-0.3% | $3,660+13.8% | $4,761-12.6% |
| Participant deferral / active EE | $14,370 | $4,957+189.9% | $4,370+228.8% | $5,982+140.2% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |