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 | $97,786 | $201,272-51.4% | $184,203-46.9% | $145,922-33.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.74% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,825 | $7,022-45.5% | $6,427-40.5% | $4,660-17.9% |
| Participant deferral / active EE | $5,109 | $9,806-47.9% | $9,131-44.0% | $6,688-23.6% |
| Admin fee / account holder | $34 | $16,364-99.8% | $13,901-99.8% | $13,397-99.7% |