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 | $145,099 | $104,251+39.2% | $91,001+59.4% | $147,584-1.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 18.79% | 27.06%-8.3pp | 4.60%+14.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,274 | $3,116-27.0% | $2,456-7.4% | $4,876-53.4% |
| Participant deferral / active EE | $9,098 | $4,195+116.9% | $3,547+156.5% | $5,439+67.3% |
| Admin fee / account holder | $120 | $8,948-98.7% | $5,417-97.8% | $10,885-98.9% |