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 | $113,738 | $114,381-0.6% | $107,525+5.8% | $142,382-20.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.98% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,947 | $4,015-51.5% | $3,754-48.1% | $4,299-54.7% |
| Participant deferral / active EE | $7,635 | $5,564+37.2% | $5,116+49.2% | $6,507+17.3% |
| Admin fee / account holder | $214 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |