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 5-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 | $161,442 | $104,974+53.8% | $95,585+68.9% | $142,382+13.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.36% | 210.33%-187.0pp | 38.56%-15.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $54,771 | $2,779+1871.2% | $2,527+2067.8% | $4,299+1174.0% |
| Participant deferral / active EE | $31,000 | $4,352+612.3% | $4,023+670.6% | $6,507+376.4% |
| Admin fee / account holder | $112 | $6,386-98.2% | $6,127-98.2% | $12,624-99.1% |