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 | $222,452 | $74,888+197.0% | $71,209+212.4% | $142,382+56.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 13.39% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,421 | $2,854+19.8% | $2,721+25.7% | $4,299-20.4% |
| Participant deferral / active EE | $10,190 | $4,454+128.8% | $4,175+144.1% | $6,507+56.6% |
| Admin fee / account holder | $118 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |