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 | $230,790 | $159,901+44.3% | $146,958+57.0% | $145,922+58.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.09% | 98.13%-88.0pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,461 | $5,286-53.4% | $4,933-50.1% | $4,660-47.2% |
| Participant deferral / active EE | $8,641 | $8,428+2.5% | $8,070+7.1% | $6,688+29.2% |
| Admin fee / account holder | $5 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |