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 | $129,672 | $176,812-26.7% | $146,665-11.6% | $167,490-22.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 19.82% | 24.03%-4.2pp | 22.74%-2.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $7,362 | $5,160+42.7% | $4,136+78.0% | $4,837+52.2% |
| Participant deferral / active EE | $6,427 | $6,440-0.2% | $5,506+16.7% | $6,341+1.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |