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 4-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 | $161,841 | $127,065+27.4% | $113,168+43.0% | $142,382+13.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.72% | 24.03%-6.3pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,444 | $3,442+0.1% | $2,975+15.8% | $4,299-19.9% |
| Participant deferral / active EE | $11,806 | $5,716+106.5% | $5,107+131.2% | $6,507+81.4% |
| Admin fee / account holder | $154 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |