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 | $110,463 | $89,355+23.6% | $141,162-21.7% | $72,985+51.4% |
| Participation rate | 92.0% | 75.1%+16.9pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 24.31% | 111.85%-87.5pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,400 | $3,114-22.9% | $4,735-49.3% | $2,440-1.6% |
| Participant deferral / active EE | $7,338 | $5,418+35.4% | $6,709+9.4% | $3,607+103.4% |
| Admin fee / account holder | $223 | $5,958-96.3% | $10,261-97.8% | $5,124-95.6% |