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 | $179,805 | $157,256+14.3% | $141,162+27.4% | $152,861+17.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.85% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $23,003 | $5,261+337.2% | $4,735+385.8% | $4,762+383.0% |
| Participant deferral / active EE | $21,543 | $7,109+203.0% | $6,709+221.1% | $5,850+268.2% |
| Admin fee / account holder | -$88 | $12,120-100.7% | $10,261-100.9% | $11,596-100.8% |