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 | $76,543 | $157,256-51.3% | $141,162-45.8% | $152,861-49.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 22.72% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,250 | $5,261-57.2% | $4,735-52.5% | $4,762-52.8% |
| Participant deferral / active EE | $3,423 | $7,109-51.9% | $6,709-49.0% | $5,850-41.5% |
| Admin fee / account holder | $176 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |