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 | $68,164 | $162,781-58.1% | $133,956-49.1% | $158,922-57.1% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 18.68% | 41.94%-23.3pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,189 | $4,975-15.8% | $3,919+6.9% | $4,761-12.0% |
| Participant deferral / active EE | $6,317 | $5,911+6.9% | $5,048+25.2% | $5,982+5.6% |
| Admin fee / account holder | $292 | $11,736-97.5% | $8,927-96.7% | $11,246-97.4% |