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 | $243,862 | $209,832+16.2% | $189,513+28.7% | $167,490+45.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.14% | 748.27%-733.1pp | 555.15%-540.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $22,871 | $6,914+230.8% | $6,162+271.2% | $4,837+372.8% |
| Participant deferral / active EE | $7,347 | $8,935-17.8% | $8,221-10.6% | $6,341+15.9% |
| Admin fee / account holder | $102 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |