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 4-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 | $172,581 | $177,572-2.8% | $154,803+11.5% | $142,382+21.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 65.07%-46.5pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,834 | $4,810-41.1% | $4,305-34.2% | $4,299-34.1% |
| Participant deferral / active EE | $6,400 | $6,272+2.0% | $5,540+15.5% | $6,507-1.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |