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 | $188,965 | $209,411-9.8% | $178,490+5.9% | $158,922+18.9% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 14.50% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,409 | $5,706-75.3% | $5,011-71.9% | $4,761-70.4% |
| Participant deferral / active EE | $3,214 | $5,954-46.0% | $5,202-38.2% | $5,982-46.3% |
| Admin fee / account holder | $64 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |