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 4-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 | $227,696 | $93,571+143.3% | $135,903+67.5% | $75,163+202.9% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 21.25% | 30.90%-9.7pp | 68.23%-47.0pp | 160.62%-139.4pp |
| Employer contribution / active EE | $6,265 | $3,537+77.1% | $4,856+29.0% | $2,670+134.6% |
| Participant deferral / active EE | $11,355 | $6,404+77.3% | $7,758+46.4% | $4,125+175.3% |
| Admin fee / account holder | $198 | $6,975-97.2% | $10,762-98.2% | $5,651-96.5% |