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 | $93,502 | $165,335-43.4% | $149,696-37.5% | $158,922-41.2% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 22.63% | 348.15%-325.5pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $3,895 | $5,103-23.7% | $4,644-16.1% | $4,761-18.2% |
| Participant deferral / active EE | $7,415 | $7,181+3.3% | $6,842+8.4% | $5,982+24.0% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |