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 | $249,644 | $181,894+37.2% | $156,549+59.5% | $273,961-8.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.00% | 30.74%-19.7pp | 32.23%-21.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $7,982 | $6,248+27.8% | $5,501+45.1% | $4,869+64.0% |
| Participant deferral / active EE | $4,998 | $5,550-9.9% | $4,871+2.6% | $5,287-5.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |