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 | $178,896 | $177,572+0.7% | $154,803+15.6% | $142,382+25.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $11,377 | $4,810+136.5% | $4,305+164.2% | $4,299+164.6% |
| Participant deferral / active EE | $6,207 | $6,272-1.0% | $5,540+12.0% | $6,507-4.6% |
| Admin fee / account holder | $283 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |