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 5-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 | $117,507 | $154,117-23.8% | $129,995-9.6% | $139,434-15.7% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 17.89% | 32.48%-14.6pp | -137.18%+155.1pp | 372.94%-355.1pp |
| Employer contribution / active EE | $10,572 | $5,289+99.9% | $4,320+144.7% | $4,751+122.5% |
| Participant deferral / active EE | $9,802 | $6,710+46.1% | $5,820+68.4% | $6,710+46.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |