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 | $87,854 | $106,584-17.6% | $101,326-13.3% | $142,382-38.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.58% | 36.93%-17.4pp | 36.82%-17.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,584 | $3,956-9.4% | $3,665-2.2% | $4,299-16.6% |
| Participant deferral / active EE | $9,226 | $8,297+11.2% | $7,994+15.4% | $6,507+41.8% |
| Admin fee / account holder | $181 | $11,446-98.4% | $11,185-98.4% | $12,624-98.6% |