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 | $191,634 | $183,519+4.4% | $155,509+23.2% | $145,922+31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.42% | 61.17%-24.7pp | 64.67%-28.3pp | 561.29%-524.9pp |
| Employer contribution / active EE | $1,737 | $5,313-67.3% | $4,672-62.8% | $4,660-62.7% |
| Participant deferral / active EE | $7,206 | $6,462+11.5% | $5,626+28.1% | $6,688+7.8% |
| Admin fee / account holder | $227 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |