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 | $86,668 | $185,822-53.4% | $169,993-49.0% | $139,434-37.8% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 13.11% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,277 | $7,590-70.0% | $6,785-66.4% | $4,751-52.1% |
| Participant deferral / active EE | $8,247 | $11,622-29.0% | $10,408-20.8% | $6,710+22.9% |
| Admin fee / account holder | $98 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |