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 9-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 | $64,430 | $215,361-70.1% | $171,082-62.3% | $273,961-76.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 12.04% | 25.14%-13.1pp | 32.56%-20.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $1,342 | $4,967-73.0% | $4,002-66.5% | $4,869-72.4% |
| Participant deferral / active EE | $6,162 | $5,543+11.2% | $4,797+28.4% | $5,287+16.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |