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 | $176,763 | $153,772+15.0% | $133,980+31.9% | $273,961-35.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.15% | 36.51%-21.4pp | 29.30%-14.1pp | 41.45%-26.3pp |
| Employer contribution / active EE | $1,866 | $6,029-69.0% | $5,211-64.2% | $4,869-61.7% |
| Participant deferral / active EE | $9,960 | $6,958+43.1% | $6,282+58.6% | $5,287+88.4% |
| Admin fee / account holder | $25 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |