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 | $169,111 | $168,632+0.3% | $147,614+14.6% | $125,391+34.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.26% | 77.65%-76.4pp | 61.98%-60.7pp | 282.22%-281.0pp |
| Employer contribution / active EE | $12,552 | $6,252+100.8% | $5,564+125.6% | $4,866+158.0% |
| Participant deferral / active EE | $7,367 | $5,507+33.8% | $4,895+50.5% | $5,352+37.7% |
| Admin fee / account holder | $281 | $13,580-97.9% | $11,611-97.6% | $9,540-97.1% |