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 3-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 | $80,190 | $102,197-21.5% | $142,449-43.7% | $74,419+7.8% |
| Participation rate | 97.4% | 79.8%+17.5pp | 76.8%+20.6pp | 70.7%+26.6pp |
| Annual return | 46.93% | 19.73%+27.2pp | 19.99%+26.9pp | 34.38%+12.5pp |
| Employer contribution / active EE | $5,160 | $5,052+2.1% | $4,847+6.5% | $2,637+95.7% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,283-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $10,011-100.0% | $348-100.0% |