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 | $172,022 | $159,602+7.8% | $150,045+14.6% | $142,382+20.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.91% | 70.24%-40.3pp | 62.55%-32.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $26,633 | $4,961+436.9% | $4,693+467.5% | $4,299+519.5% |
| Participant deferral / active EE | $16,250 | $8,310+95.5% | $7,997+103.2% | $6,507+149.7% |
| Admin fee / account holder | $233 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |