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 8-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 | $90,819 | $79,944+13.6% | $98,439-7.7% | $75,163+20.8% |
| Participation rate | 82.1% | 70.4%+11.8pp | 75.2%+7.0pp | 67.2%+15.0pp |
| Annual return | 16.70% | 19.75%-3.0pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,631 | $2,264+16.2% | $3,048-13.7% | $2,670-1.5% |
| Participant deferral / active EE | $2,491 | $3,752-33.6% | $4,738-47.4% | $4,125-39.6% |
| Admin fee / account holder | $27 | $6,840-99.6% | $8,948-99.7% | $5,651-99.5% |