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 | $200,464 | $167,484+19.7% | $151,611+32.2% | $134,475+49.1% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -4.61% | 7.80%-12.4pp | 3.33%-7.9pp | 417.96%-422.6pp |
| Employer contribution / active EE | $10,871 | $6,829+59.2% | $6,166+76.3% | $4,740+129.4% |
| Participant deferral / active EE | $10,336 | $8,986+15.0% | $8,363+23.6% | $6,400+61.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |