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 | $238,320 | $165,335+44.1% | $149,696+59.2% | $158,922+50.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.41% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $15,410 | $5,103+202.0% | $4,644+231.8% | $4,761+223.7% |
| Participant deferral / active EE | $13,808 | $7,181+92.3% | $6,842+101.8% | $5,982+130.8% |
| Admin fee / account holder | -$88 | $10,807-100.8% | $9,309-100.9% | $11,246-100.8% |