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 | $161,425 | $127,065+27.0% | $113,168+42.6% | $142,382+13.4% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 17.09% | 24.03%-6.9pp | 24.27%-7.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,672 | $3,442-51.4% | $2,975-43.8% | $4,299-61.1% |
| Participant deferral / active EE | $1,954 | $5,716-65.8% | $5,107-61.7% | $6,507-70.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |