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 | $91,128 | $149,734-39.1% | $118,925-23.4% | $158,922-42.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 18.81% | 19.95%-1.1pp | 35.88%-17.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,518 | $4,115-63.1% | $3,263-53.5% | $4,761-68.1% |
| Participant deferral / active EE | $4,230 | $5,223-19.0% | $4,265-0.8% | $5,982-29.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |