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 | $114,705 | $83,477+37.4% | $125,175-8.4% | $72,985+57.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 25.77% | 25.78%0pp | 43.79%-18.0pp | 81.00%-55.2pp |
| Employer contribution / active EE | $6,721 | $2,345+186.6% | $3,865+73.9% | $2,440+175.5% |
| Participant deferral / active EE | $3,664 | $3,585+2.2% | $4,937-25.8% | $3,607+1.6% |
| Admin fee / account holder | $142 | $5,517-97.4% | $9,702-98.5% | $5,124-97.2% |