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 | $164,592 | $135,952+21.1% | $123,892+32.9% | $273,961-39.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.13% | 56.63%-40.5pp | 47.52%-31.4pp | 41.45%-25.3pp |
| Employer contribution / active EE | $2,912 | $5,170-43.7% | $4,617-36.9% | $4,869-40.2% |
| Participant deferral / active EE | $9,685 | $6,343+52.7% | $5,984+61.8% | $5,287+83.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |