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 | $129,359 | $214,378-39.7% | $200,582-35.5% | $142,382-9.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.90% | 46.41%-33.5pp | 42.33%-29.4pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,010 | $6,841-70.6% | $6,419-68.7% | $4,299-53.3% |
| Participant deferral / active EE | $6,615 | $9,865-32.9% | $9,331-29.1% | $6,507+1.7% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |