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 | $162,729 | $98,240+65.6% | $82,313+97.7% | $147,584+10.3% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 14.17% | 30.85%-16.7pp | 25.88%-11.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,307 | $3,192+3.6% | $2,428+36.2% | $4,876-32.2% |
| Participant deferral / active EE | $4,410 | $4,383+0.6% | $3,706+19.0% | $5,439-18.9% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |