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 7-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 | $240,734 | $214,378+12.3% | $200,582+20.0% | $142,382+69.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.55% | 46.41%-18.9pp | 42.33%-14.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $25,235 | $6,841+268.9% | $6,419+293.1% | $4,299+487.0% |
| Participant deferral / active EE | $24,063 | $9,865+143.9% | $9,331+157.9% | $6,507+269.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |