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 | $69,480 | $209,411-66.8% | $178,490-61.1% | $158,922-56.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.92% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,926 | $5,706-66.2% | $5,011-61.6% | $4,761-59.5% |
| Participant deferral / active EE | $4,740 | $5,954-20.4% | $5,202-8.9% | $5,982-20.8% |
| Admin fee / account holder | $25 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |