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 | $234,664 | $114,381+105.2% | $107,525+118.2% | $142,382+64.8% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 13.14% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,529 | $4,015-37.0% | $3,754-32.6% | $4,299-41.2% |
| Participant deferral / active EE | $7,549 | $5,564+35.7% | $5,116+47.6% | $6,507+16.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |