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 | $63,498 | $214,378-70.4% | $200,582-68.3% | $142,382-55.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.47% | 46.41%-31.9pp | 42.33%-27.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,578 | $6,841-76.9% | $6,419-75.4% | $4,299-63.3% |
| Participant deferral / active EE | $6,175 | $9,865-37.4% | $9,331-33.8% | $6,507-5.1% |
| Admin fee / account holder | $101 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |