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 | $233,455 | $148,534+57.2% | $135,903+71.8% | $139,434+67.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.51% | 79.19%-59.7pp | 68.23%-48.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $18,224 | $5,243+247.6% | $4,856+275.3% | $4,751+283.6% |
| Participant deferral / active EE | $19,691 | $8,100+143.1% | $7,758+153.8% | $6,710+193.4% |
| Admin fee / account holder | $257 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |