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 | $99,612 | $183,963-45.9% | $162,163-38.6% | $152,861-34.8% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 22.73% | 150.76%-128.0pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,163 | $6,371-66.0% | $5,614-61.5% | $4,762-54.6% |
| Participant deferral / active EE | $3,244 | $8,034-59.6% | $7,298-55.6% | $5,850-44.6% |
| Admin fee / account holder | $252 | $13,121-98.1% | $10,843-97.7% | $11,596-97.8% |