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 5-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 | $201,992 | $172,478+17.1% | $145,661+38.7% | $142,382+41.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.2%+8.5pp | 80.1%+5.6pp |
| Annual return | 427.35% | 151.09%+276.3pp | 101.46%+325.9pp | 217.08%+210.3pp |
| Employer contribution / active EE | $6,247 | $4,899+27.5% | $4,238+47.4% | $4,299+45.3% |
| Participant deferral / active EE | $11,065 | $8,348+32.5% | $7,198+53.7% | $6,507+70.0% |
| Admin fee / account holder | $115 | $16,864-99.3% | $12,466-99.1% | $12,624-99.1% |