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 | $130,546 | $152,460-14.4% | $118,746+9.9% | $147,584-11.5% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.3%+7.4pp | 82.8%+2.9pp |
| Annual return | 20.92% | 17.41%+3.5pp | 24.54%-3.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $1,981 | $5,046-60.7% | $4,193-52.8% | $4,876-59.4% |
| Participant deferral / active EE | $3,381 | $6,212-45.6% | $5,332-36.6% | $5,439-37.8% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |