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 | $69,797 | $74,927-6.8% | $101,794-31.4% | $84,808-17.7% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.3pp | 68.3%+13.2pp |
| Annual return | 18.11% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,872 | $1,522+23.0% | $2,289-18.2% | $2,631-28.8% |
| Participant deferral / active EE | $3,939 | $3,099+27.1% | $4,084-3.5% | $4,212-6.5% |
| Admin fee / account holder | -$226 | $6,514-103.5% | $8,777-102.6% | $7,344-103.1% |