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 4-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 | $109,667 | $159,602-31.3% | $150,045-26.9% | $142,382-23.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,016 | $4,961+41.4% | $4,693+49.5% | $4,299+63.2% |
| Participant deferral / active EE | $9,481 | $8,310+14.1% | $7,997+18.6% | $6,507+45.7% |
| Admin fee / account holder | $127 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |