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 | $86,707 | $99,341-12.7% | $84,750+2.3% | $273,961-68.4% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 6.55% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,475 | $4,214-41.3% | $3,574-30.8% | $4,869-49.2% |
| Participant deferral / active EE | $8,231 | $4,269+92.8% | $3,712+121.7% | $5,287+55.7% |
| Admin fee / account holder | -$47 | $6,644-100.7% | $5,332-100.9% | $10,132-100.5% |