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 | $182,953 | $91,190+100.6% | $178,490+2.5% | $79,858+129.1% |
| Participation rate | 84.4% | 69.2%+15.2pp | 81.9%+2.5pp | 69.6%+14.7pp |
| Annual return | 23.83% | 24.19%-0.4pp | 151.07%-127.2pp | 31.71%-7.9pp |
| Employer contribution / active EE | $3,758 | $3,256+15.4% | $5,011-25.0% | $2,471+52.1% |
| Participant deferral / active EE | $1,920 | $3,236-40.7% | $5,202-63.1% | $3,740-48.7% |
| Admin fee / account holder | $20 | $6,751-99.7% | $13,984-99.9% | $5,306-99.6% |