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 | $106,224 | $201,272-47.2% | $184,203-42.3% | $145,922-27.2% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 18.19% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,344 | $7,022-52.4% | $6,427-48.0% | $4,660-28.2% |
| Participant deferral / active EE | $9,792 | $9,806-0.1% | $9,131+7.2% | $6,688+46.4% |
| Admin fee / account holder | $36 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |