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 | $115,255 | $106,515+8.2% | $96,683+19.2% | $139,434-17.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.29% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $6,168 | $4,103+50.3% | $3,737+65.1% | $4,751+29.8% |
| Participant deferral / active EE | $17,419 | $5,454+219.4% | $4,878+257.1% | $6,710+159.6% |
| Admin fee / account holder | $35 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |