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 | $167,452 | $106,890+56.7% | $84,015+99.3% | $152,861+9.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 26.09% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,250 | $2,734-54.3% | $1,983-37.0% | $4,762-73.7% |
| Participant deferral / active EE | $6,727 | $4,011+67.7% | $3,239+107.7% | $5,850+15.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |