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 | $164,110 | $127,065+29.2% | $113,168+45.0% | $142,382+15.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.17% | 24.03%-6.9pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $17,959 | $3,442+421.8% | $2,975+503.6% | $4,299+317.7% |
| Participant deferral / active EE | $7,874 | $5,716+37.7% | $5,107+54.2% | $6,507+21.0% |
| Admin fee / account holder | $15 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |