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 | $214,922 | $73,515+192.4% | $62,995+241.2% | $147,584+45.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 25.25% | 175.43%-150.2pp | 87.57%-62.3pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,864 | $3,320-43.9% | $2,759-32.4% | $4,876-61.8% |
| Participant deferral / active EE | $8,900 | $4,185+112.7% | $3,329+167.3% | $5,439+63.6% |
| Admin fee / account holder | $20 | $5,953-99.7% | $3,600-99.4% | $10,885-99.8% |