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 | $248,890 | $755,339-67.0% | $379,746-34.5% | $158,922+56.6% |
| Participation rate | 90.0% | 81.8%+8.2pp | 78.4%+11.6pp | 82.0%+8.0pp |
| Annual return | 16.62% | 53.41%-36.8pp | 34.90%-18.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,886 | $4,685-38.4% | $3,540-18.5% | $4,761-39.4% |
| Participant deferral / active EE | $7,350 | $7,938-7.4% | $6,024+22.0% | $5,982+22.9% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |