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 6-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 | $170,178 | $167,484+1.6% | $151,611+12.2% | $134,475+26.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.02% | 7.80%-19.8pp | 3.33%-15.4pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,864 | $6,829-14.1% | $6,166-4.9% | $4,740+23.7% |
| Participant deferral / active EE | $14,789 | $8,986+64.6% | $8,363+76.8% | $6,400+131.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |