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 | $101,260 | $103,376-2.0% | $87,100+16.3% | $152,861-33.8% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.9%-3.0pp | 82.4%-8.5pp |
| Annual return | 22.65% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,713 | $3,220-15.8% | $2,521+7.6% | $4,762-43.0% |
| Participant deferral / active EE | $2,007 | $4,778-58.0% | $4,049-50.4% | $5,850-65.7% |
| Admin fee / account holder | $12 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |