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 | $205,457 | $177,572+15.7% | $154,803+32.7% | $142,382+44.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.72% | 65.07%-45.3pp | 58.88%-39.2pp | 217.08%-197.4pp |
| Employer contribution / active EE | $17,563 | $4,810+265.1% | $4,305+307.9% | $4,299+308.5% |
| Participant deferral / active EE | $11,926 | $6,272+90.2% | $5,540+115.2% | $6,507+83.3% |
| Admin fee / account holder | $26 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |