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 6-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 | $195,120 | $159,602+22.3% | $150,045+30.0% | $142,382+37.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,507 | $4,961-9.1% | $4,693-4.0% | $4,299+4.8% |
| Participant deferral / active EE | $10,769 | $8,310+29.6% | $7,997+34.7% | $6,507+65.5% |
| Admin fee / account holder | $187 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |