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 | $98,879 | $165,335-40.2% | $149,696-33.9% | $158,922-37.8% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 14.45% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,896 | $5,103-43.3% | $4,644-37.6% | $4,761-39.2% |
| Participant deferral / active EE | $5,670 | $7,181-21.0% | $6,842-17.1% | $5,982-5.2% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |