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 8-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 | $102,996 | $165,335-37.7% | $149,696-31.2% | $158,922-35.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 57.50% | 348.15%-290.6pp | 276.60%-219.1pp | 302.83%-245.3pp |
| Employer contribution / active EE | $3,670 | $5,103-28.1% | $4,644-21.0% | $4,761-22.9% |
| Participant deferral / active EE | $10,814 | $7,181+50.6% | $6,842+58.1% | $5,982+80.8% |
| Admin fee / account holder | $210 | $10,807-98.1% | $9,309-97.7% | $11,246-98.1% |