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 | $68,774 | $217,402-68.4% | $185,823-63.0% | $167,490-58.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 10.31% | 148.36%-138.1pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,940 | $5,873-67.0% | $5,167-62.5% | $4,837-59.9% |
| Participant deferral / active EE | $6,019 | $6,356-5.3% | $5,568+8.1% | $6,341-5.1% |
| Admin fee / account holder | $29 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |