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 | $140,435 | $72,492+93.7% | $87,100+61.2% | $72,985+92.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.4pp |
| Annual return | 24.32% | 24.46%-0.1pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $4,252 | $1,894+124.5% | $2,521+68.7% | $2,440+74.3% |
| Participant deferral / active EE | $6,629 | $3,270+102.7% | $4,049+63.7% | $3,607+83.8% |
| Admin fee / account holder | $78 | $5,055-98.4% | $7,497-99.0% | $5,124-98.5% |