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 9-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 | $174,377 | $217,402-19.8% | $185,823-6.2% | $167,490+4.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.81% | 148.36%-131.6pp | 122.05%-105.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $20,159 | $5,873+243.2% | $5,167+290.1% | $4,837+316.7% |
| Participant deferral / active EE | $14,221 | $6,356+123.7% | $5,568+155.4% | $6,341+124.3% |
| Admin fee / account holder | $67 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |