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 | $103,911 | $217,402-52.2% | $185,823-44.1% | $167,490-38.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.59% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,539 | $5,873-56.8% | $5,167-50.9% | $4,837-47.5% |
| Participant deferral / active EE | $5,621 | $6,356-11.6% | $5,568+0.9% | $6,341-11.4% |
| Admin fee / account holder | $136 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |