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 | $127,937 | $80,968+58.0% | $96,544+32.5% | $75,163+70.2% |
| Participation rate | 85.7% | 71.8%+13.9pp | 76.0%+9.8pp | 67.2%+18.5pp |
| Annual return | 18.60% | 27.06%-8.5pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $7,804 | $2,282+242.0% | $2,965+163.2% | $2,670+192.3% |
| Participant deferral / active EE | $6,055 | $3,928+54.2% | $4,851+24.8% | $4,125+46.8% |
| Admin fee / account holder | $1 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |