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 8-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 | $160,685 | $183,519-12.4% | $155,509+3.3% | $145,922+10.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.10% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $15,781 | $5,313+197.0% | $4,672+237.7% | $4,660+238.7% |
| Participant deferral / active EE | $14,809 | $6,462+129.1% | $5,626+163.2% | $6,688+121.4% |
| Admin fee / account holder | $257 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |