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 | $184,289 | $167,484+10.0% | $151,611+21.6% | $134,475+37.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.93% | 7.80%-27.7pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,532 | $6,829-48.3% | $6,166-42.7% | $4,740-25.5% |
| Participant deferral / active EE | $12,176 | $8,986+35.5% | $8,363+45.6% | $6,400+90.3% |
| Admin fee / account holder | $3 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |