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 | $55,649 | $135,952-59.1% | $123,892-55.1% | $273,961-79.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,461 | $5,170-52.4% | $4,617-46.7% | $4,869-49.4% |
| Participant deferral / active EE | $8,824 | $6,343+39.1% | $5,984+47.5% | $5,287+66.9% |
| Admin fee / account holder | $80 | $9,817-99.2% | $8,357-99.0% | $10,132-99.2% |