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 9-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 | $177,530 | $97,744+81.6% | $103,476+71.6% | $145,922+21.7% |
| Participation rate | 90.9% | 81.1%+9.8pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 17.58% | 25.41%-7.8pp | 23.90%-6.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $3,218 | $4,677-31.2% | $4,672-31.1% | $4,660-30.9% |
| Participant deferral / active EE | $3,967 | $6,603-39.9% | $6,623-40.1% | $6,688-40.7% |
| Admin fee / account holder | $20 | $12,515-99.8% | $9,413-99.8% | $13,397-99.9% |