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 | $181,629 | $159,602+13.8% | $150,045+21.0% | $142,382+27.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.19% | 70.24%-46.0pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $6,927 | $4,961+39.6% | $4,693+47.6% | $4,299+61.1% |
| Participant deferral / active EE | $12,923 | $8,310+55.5% | $7,997+61.6% | $6,507+98.6% |
| Admin fee / account holder | $210 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |