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 | $196,683 | $197,591-0.5% | $177,821+10.6% | $158,922+23.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.10% | 58.76%-24.7pp | 48.32%-14.2pp | 302.83%-268.7pp |
| Employer contribution / active EE | $16,929 | $6,697+152.8% | $5,918+186.0% | $4,761+255.6% |
| Participant deferral / active EE | $14,154 | $8,405+68.4% | $7,714+83.5% | $5,982+136.6% |
| Admin fee / account holder | $18 | $15,399-99.9% | $12,427-99.9% | $11,246-99.8% |