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 | $114,990 | $197,591-41.8% | $177,821-35.3% | $158,922-27.6% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 16.49% | 58.76%-42.3pp | 48.32%-31.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,140 | $6,697-38.2% | $5,918-30.0% | $4,761-13.0% |
| Participant deferral / active EE | $9,537 | $8,405+13.5% | $7,714+23.6% | $5,982+59.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |