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 | $154,537 | $113,339+36.3% | $94,993+62.7% | $147,584+4.7% |
| Participation rate | 95.8% | 78.0%+17.9pp | 73.9%+21.9pp | 82.8%+13.0pp |
| Annual return | 14.94% | 20.77%-5.8pp | 27.12%-12.2pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,786 | $3,160-43.5% | $2,603-31.4% | $4,876-63.4% |
| Participant deferral / active EE | $5,292 | $3,777+40.1% | $3,317+59.5% | $5,439-2.7% |
| Admin fee / account holder | $2 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |