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 7-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 | $92,470 | $100,773-8.2% | $88,946+4.0% | $142,382-35.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.64% | 70.18%-52.5pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,774 | $2,918+63.6% | $2,555+86.8% | $4,299+11.0% |
| Participant deferral / active EE | $11,009 | $5,230+110.5% | $4,581+140.3% | $6,507+69.2% |
| Admin fee / account holder | $159 | $9,693-98.4% | $8,261-98.1% | $12,624-98.7% |