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 3-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 | $110,149 | $94,338+16.8% | $100,534+9.6% | $142,382-22.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.17% | 29.20%-9.0pp | 32.66%-12.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $17,140 | $5,934+188.8% | $6,144+179.0% | $6,507+163.4% |
| Admin fee / account holder | $18 | $8,421-99.8% | $7,654-99.8% | $12,624-99.9% |