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 6-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 | $80,068 | $159,602-49.8% | $150,045-46.6% | $142,382-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.75% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,994 | $4,961-59.8% | $4,693-57.5% | $4,299-53.6% |
| Participant deferral / active EE | $9,160 | $8,310+10.2% | $7,997+14.5% | $6,507+40.8% |
| Admin fee / account holder | $170 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |