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 | $76,245 | $197,591-61.4% | $177,821-57.1% | $158,922-52.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 20.59% | 58.76%-38.2pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $4,800 | $6,697-28.3% | $5,918-18.9% | $4,761+0.8% |
| Participant deferral / active EE | $9,518 | $8,405+13.2% | $7,714+23.4% | $5,982+59.1% |
| Admin fee / account holder | $50 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |