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 | $248,188 | $107,452+131.0% | $91,541+171.1% | $142,382+74.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.09% | 22.06%-8.0pp | 20.50%-6.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $794 | $2,994-73.5% | $2,505-68.3% | $4,299-81.5% |
| Participant deferral / active EE | $1,398 | $4,754-70.6% | $4,008-65.1% | $6,507-78.5% |
| Admin fee / account holder | $60 | $8,834-99.3% | $6,956-99.1% | $12,624-99.5% |