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 8-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 | $143,344 | $102,604+39.7% | $86,188+66.3% | $139,434+2.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 12.99% | 1922.51%-1909.5pp | 1168.45%-1155.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,165 | $3,032-28.6% | $2,380-9.0% | $4,751-54.4% |
| Participant deferral / active EE | $4,098 | $4,676-12.4% | $3,985+2.8% | $6,710-38.9% |
| Admin fee / account holder | $157 | $8,657-98.2% | $6,852-97.7% | $11,403-98.6% |