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 6-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 | $83,132 | $99,918-16.8% | $81,382+2.2% | $145,922-43.0% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 18.46% | 34.32%-15.9pp | 24.73%-6.3pp | 561.29%-542.8pp |
| Employer contribution / active EE | $13,913 | $2,978+367.2% | $2,463+464.9% | $4,660+198.6% |
| Participant deferral / active EE | $14,676 | $4,605+218.7% | $3,883+278.0% | $6,688+119.5% |
| Admin fee / account holder | $8 | $8,212-99.9% | $5,768-99.9% | $13,397-99.9% |