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 10-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 | $108,587 | $105,859+2.6% | $90,160+20.4% | $147,584-26.4% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 14.01% | 37.63%-23.6pp | 34.88%-20.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $921 | $4,126-77.7% | $3,318-72.3% | $4,876-81.1% |
| Participant deferral / active EE | $3,749 | $5,733-34.6% | $5,288-29.1% | $5,439-31.1% |
| Admin fee / account holder | $38 | $8,046-99.5% | $5,943-99.4% | $10,885-99.6% |