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 | $85,252 | $133,922-36.3% | $116,228-26.7% | $142,382-40.1% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.6%+4.0pp | 80.1%-1.5pp |
| Annual return | 14.23% | 147.76%-133.5pp | 90.06%-75.8pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,499 | $3,446-27.5% | $2,994-16.6% | $4,299-41.9% |
| Participant deferral / active EE | $11,400 | $5,672+101.0% | $4,953+130.1% | $6,507+75.2% |
| Admin fee / account holder | $14 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |