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 | $215,917 | $167,307+29.1% | $143,757+50.2% | $134,475+60.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.21% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,789 | $5,619-32.6% | $4,951-23.5% | $4,740-20.1% |
| Participant deferral / active EE | $16,598 | $6,446+157.5% | $5,637+194.4% | $6,400+159.3% |
| Admin fee / account holder | $111 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |