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 | $115,171 | $81,632+41.1% | $70,449+63.5% | $158,922-27.5% |
| Participation rate | 81.8% | 77.7%+4.1pp | 75.1%+6.8pp | 82.0%-0.1pp |
| Annual return | 21.06% | 208.40%-187.3pp | 109.03%-88.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,222 | $3,217-30.9% | $2,737-18.8% | $4,761-53.3% |
| Participant deferral / active EE | $8,796 | $4,554+93.2% | $3,709+137.2% | $5,982+47.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |