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 | $158,497 | $228,332-30.6% | $185,823-14.7% | $158,922-0.3% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 49.59% | 40.80%+8.8pp | 35.95%+13.6pp | 302.83%-253.2pp |
| Employer contribution / active EE | $3,202 | $4,967-35.5% | $4,087-21.7% | $4,761-32.8% |
| Participant deferral / active EE | $11,791 | $6,415+83.8% | $5,632+109.4% | $5,982+97.1% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |