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 | $65,606 | $159,602-58.9% | $150,045-56.3% | $142,382-53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.21% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $5,654 | $4,961+14.0% | $4,693+20.5% | $4,299+31.5% |
| Participant deferral / active EE | $8,234 | $8,310-0.9% | $7,997+3.0% | $6,507+26.5% |
| Admin fee / account holder | $135 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |