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 | $95,180 | $107,334-11.3% | $92,893+2.5% | $152,861-37.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 22.27% | 145.58%-123.3pp | 109.41%-87.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,104 | $4,221-50.2% | $3,653-42.4% | $4,762-55.8% |
| Participant deferral / active EE | $2,426 | $4,845-49.9% | $4,236-42.7% | $5,850-58.5% |
| Admin fee / account holder | $83 | $7,079-98.8% | $5,794-98.6% | $11,596-99.3% |