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 | $238,456 | $209,411+13.9% | $178,490+33.6% | $158,922+50.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 9.91% | 188.75%-178.8pp | 151.07%-141.2pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,454 | $5,706-74.5% | $5,011-71.0% | $4,761-69.5% |
| Participant deferral / active EE | $5,137 | $5,954-13.7% | $5,202-1.2% | $5,982-14.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |