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 | $168,451 | $159,602+5.5% | $150,045+12.3% | $142,382+18.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.39% | 70.24%-54.8pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,236 | $4,961-75.1% | $4,693-73.7% | $4,299-71.2% |
| Participant deferral / active EE | $3,566 | $8,310-57.1% | $7,997-55.4% | $6,507-45.2% |
| Admin fee / account holder | $146 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |