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 | $185,568 | $127,386+45.7% | $115,037+61.3% | $125,391+48.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 4.88% | 31.28%-26.4pp | 26.14%-21.3pp | 282.22%-277.3pp |
| Employer contribution / active EE | $7,493 | $5,166+45.0% | $4,608+62.6% | $4,866+54.0% |
| Participant deferral / active EE | $6,784 | $6,423+5.6% | $6,026+12.6% | $5,352+26.8% |
| Admin fee / account holder | $178 | $9,516-98.1% | $8,175-97.8% | $9,540-98.1% |