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 | $54,022 | $198,466-72.8% | $170,442-68.3% | $147,584-63.4% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 17.72% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,361 | $6,184-61.8% | $5,433-56.5% | $4,876-51.6% |
| Participant deferral / active EE | $3,464 | $5,629-38.5% | $4,939-29.9% | $5,439-36.3% |
| Admin fee / account holder | $133 | $16,852-99.2% | $13,880-99.0% | $10,885-98.8% |