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 10-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 | $168,935 | $124,281+35.9% | $109,143+54.8% | $167,490+0.9% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 11.14% | 26.04%-14.9pp | 25.75%-14.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $5,767 | $4,207+37.1% | $3,722+54.9% | $4,837+19.2% |
| Participant deferral / active EE | $7,320 | $5,255+39.3% | $4,653+57.3% | $6,341+15.4% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |