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 6-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 | $136,943 | $148,534-7.8% | $135,903+0.8% | $139,434-1.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.97% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $21,737 | $5,243+314.6% | $4,856+347.6% | $4,751+357.6% |
| Participant deferral / active EE | $15,000 | $8,100+85.2% | $7,758+93.4% | $6,710+123.5% |
| Admin fee / account holder | $47 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |