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 | $172,472 | $158,398+8.9% | $126,539+36.3% | $142,382+21.1% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 17.11% | 593.76%-576.7pp | 425.95%-408.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,011 | $4,650+93.8% | $3,674+145.3% | $4,299+109.6% |
| Participant deferral / active EE | $11,047 | $4,767+131.8% | $4,083+170.6% | $6,507+69.8% |
| Admin fee / account holder | $2 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |