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 | $118,309 | $112,096+5.5% | $95,952+23.3% | $158,922-25.6% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 27.61% | 171.09%-143.5pp | 91.61%-64.0pp | 302.83%-275.2pp |
| Employer contribution / active EE | $2,242 | $3,198-29.9% | $2,541-11.8% | $4,761-52.9% |
| Participant deferral / active EE | $4,971 | $4,784+3.9% | $4,167+19.3% | $5,982-16.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |