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 | $121,306 | $209,411-42.1% | $178,490-32.0% | $158,922-23.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.88% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,439 | $5,706-57.3% | $5,011-51.3% | $4,761-48.8% |
| Participant deferral / active EE | $3,237 | $5,954-45.6% | $5,202-37.8% | $5,982-45.9% |
| Admin fee / account holder | $251 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |