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 | $60,135 | $95,803-37.2% | $113,168-46.9% | $84,808-29.1% |
| Participation rate | 74.5% | 72.9%+1.7pp | 76.6%-2.0pp | 68.3%+6.2pp |
| Annual return | 18.79% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,991 | $2,360-15.6% | $2,975-33.1% | $2,631-24.3% |
| Participant deferral / active EE | $4,729 | $4,242+11.5% | $5,107-7.4% | $4,212+12.3% |
| Admin fee / account holder | $178 | $8,989-98.0% | $12,068-98.5% | $7,344-97.6% |