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 | $76,438 | $102,317-25.3% | $146,958-48.0% | $80,856-5.5% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.2%-5.8pp | 67.6%+8.7pp |
| Annual return | 20.83% | 134.76%-113.9pp | 418.34%-397.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $3,409 | $3,713-8.2% | $4,933-30.9% | $2,755+23.7% |
| Participant deferral / active EE | $8,232 | $6,644+23.9% | $8,070+2.0% | $4,296+91.6% |
| Admin fee / account holder | $285 | $7,941-96.4% | $12,998-97.8% | $6,918-95.9% |