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 | $123,879 | $99,918+24.0% | $81,382+52.2% | $145,922-15.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 11.98% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,865 | $2,978-37.4% | $2,463-24.3% | $4,660-60.0% |
| Participant deferral / active EE | $3,286 | $4,605-28.6% | $3,883-15.4% | $6,688-50.9% |
| Admin fee / account holder | $278 | $8,212-96.6% | $5,768-95.2% | $13,397-97.9% |