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 | $173,123 | $158,817+9.0% | $121,196+42.8% | $135,375+27.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.11% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,176 | $5,665-26.3% | $4,022+3.8% | $4,779-12.6% |
| Participant deferral / active EE | $3,700 | $4,005-7.6% | $3,344+10.6% | $5,609-34.0% |
| Admin fee / account holder | $17 | $6,512-99.7% | $5,019-99.7% | $10,827-99.8% |