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 3-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 | $169,719 | $74,888+126.6% | $71,209+138.3% | $142,382+19.2% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 33.99% | 345.14%-311.1pp | 282.51%-248.5pp | 217.08%-183.1pp |
| Employer contribution / active EE | $21,549 | $2,854+655.0% | $2,721+692.0% | $4,299+401.2% |
| Participant deferral / active EE | $21,324 | $4,454+378.7% | $4,175+410.7% | $6,507+227.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |