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 5-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 | $83,275 | $114,381-27.2% | $107,525-22.6% | $142,382-41.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 11.67% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $10,647 | $4,015+165.2% | $3,754+183.7% | $4,299+147.7% |
| Participant deferral / active EE | $6,109 | $5,564+9.8% | $5,116+19.4% | $6,507-6.1% |
| Admin fee / account holder | $252 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |