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 | $125,217 | $111,301+12.5% | $112,977+10.8% | $158,922-21.2% |
| Participation rate | 76.9% | 83.5%-6.6pp | 82.6%-5.6pp | 82.0%-5.0pp |
| Annual return | 35.12% | 26.40%+8.7pp | 24.24%+10.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $7,873 | $4,471+76.1% | $4,255+85.1% | $4,761+65.4% |
| Participant deferral / active EE | $10,246 | $5,880+74.3% | $5,836+75.6% | $5,982+71.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |