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 | $177,527 | $175,202+1.3% | $149,673+18.6% | $139,434+27.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.41% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,386 | $5,474-19.9% | $4,818-9.0% | $4,751-7.7% |
| Participant deferral / active EE | $9,591 | $6,519+47.1% | $5,680+68.9% | $6,710+42.9% |
| Admin fee / account holder | $284 | $16,150-98.2% | $13,210-97.9% | $11,403-97.5% |