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 | $127,899 | $209,411-38.9% | $178,490-28.3% | $158,922-19.5% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.29% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $19,026 | $5,706+233.4% | $5,011+279.7% | $4,761+299.6% |
| Participant deferral / active EE | $6,335 | $5,954+6.4% | $5,202+21.8% | $5,982+5.9% |
| Admin fee / account holder | $167 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |