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 | $104,339 | $104,974-0.6% | $95,585+9.2% | $142,382-26.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 18.99% | 210.33%-191.3pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,895 | $2,779+4.2% | $2,527+14.6% | $4,299-32.7% |
| Participant deferral / active EE | $11,004 | $4,352+152.9% | $4,023+173.6% | $6,507+69.1% |
| Admin fee / account holder | $96 | $6,386-98.5% | $6,127-98.4% | $12,624-99.2% |