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 9-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 | $188,495 | $133,922+40.8% | $116,228+62.2% | $142,382+32.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.47% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.6pp |
| Employer contribution / active EE | $14,551 | $3,446+322.3% | $2,994+385.9% | $4,299+238.5% |
| Participant deferral / active EE | $32,911 | $5,672+480.2% | $4,953+564.4% | $6,507+405.8% |
| Admin fee / account holder | $232 | $14,945-98.4% | $11,989-98.1% | $12,624-98.2% |