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 8-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 | $223,542 | $133,922+66.9% | $116,228+92.3% | $142,382+57.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.31% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,833 | $3,446-17.8% | $2,994-5.4% | $4,299-34.1% |
| Participant deferral / active EE | $2,799 | $5,672-50.6% | $4,953-43.5% | $6,507-57.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |