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 5-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 | $245,347 | $114,381+114.5% | $107,525+128.2% | $142,382+72.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.23% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $17,357 | $4,015+332.3% | $3,754+362.4% | $4,299+303.7% |
| Participant deferral / active EE | $17,777 | $5,564+219.5% | $5,116+247.5% | $6,507+173.2% |
| Admin fee / account holder | $97 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |