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 | $115,877 | $197,591-41.4% | $177,821-34.8% | $158,922-27.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.91% | 58.76%-37.8pp | 48.32%-27.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,964 | $6,697-70.7% | $5,918-66.8% | $4,761-58.8% |
| Participant deferral / active EE | $9,720 | $8,405+15.6% | $7,714+26.0% | $5,982+62.5% |
| Admin fee / account holder | $33 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |