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 | $70,776 | $154,117-54.1% | $129,995-45.6% | $139,434-49.2% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 20.35% | 32.48%-12.1pp | -137.18%+157.5pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,386 | $5,289-54.9% | $4,320-44.8% | $4,751-49.8% |
| Participant deferral / active EE | $6,497 | $6,710-3.2% | $5,820+11.6% | $6,710-3.2% |
| Admin fee / account holder | $76 | $14,007-99.5% | $10,614-99.3% | $11,403-99.3% |