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 | $188,437 | $157,256+19.8% | $141,162+33.5% | $152,861+23.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 24.31% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,498 | $5,261-33.5% | $4,735-26.1% | $4,762-26.5% |
| Participant deferral / active EE | $7,816 | $7,109+9.9% | $6,709+16.5% | $5,850+33.6% |
| Admin fee / account holder | $268 | $12,120-97.8% | $10,261-97.4% | $11,596-97.7% |