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 | $170,340 | $118,680+43.5% | $98,907+72.2% | $158,922+7.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 15.69% | 372.35%-356.7pp | 196.43%-180.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $3,938 | $3,333+18.1% | $2,689+46.4% | $4,761-17.3% |
| Participant deferral / active EE | $6,040 | $5,088+18.7% | $4,244+42.3% | $5,982+1.0% |
| Admin fee / account holder | $6 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |