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 7-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 | $101,712 | $228,332-55.5% | $185,823-45.3% | $158,922-36.0% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 13.97% | 40.80%-26.8pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $10,292 | $6,415+60.5% | $5,632+82.7% | $5,982+72.1% |
| Admin fee / account holder | $200 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |