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 | $231,988 | $165,984+39.8% | $164,813+40.8% | $145,922+59.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.43% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,146 | $5,273-21.4% | $4,341-4.5% | $4,660-11.0% |
| Participant deferral / active EE | $14,996 | $6,959+115.5% | $6,031+148.6% | $6,688+124.2% |
| Admin fee / account holder | $17 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |