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 | $190,458 | $106,515+78.8% | $96,683+97.0% | $139,434+36.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.22% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $2,214 | $4,103-46.0% | $3,737-40.7% | $4,751-53.4% |
| Participant deferral / active EE | $4,834 | $5,454-11.4% | $4,878-0.9% | $6,710-28.0% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.7% | $11,403-99.9% |