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 | $96,332 | $177,572-45.8% | $154,803-37.8% | $142,382-32.3% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 13.48% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,531 | $4,810-47.4% | $4,305-41.2% | $4,299-41.1% |
| Participant deferral / active EE | $6,496 | $6,272+3.6% | $5,540+17.2% | $6,507-0.2% |
| Admin fee / account holder | $3 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |