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 | $158,567 | $175,202-9.5% | $149,673+5.9% | $139,434+13.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 44.51% | 166.71%-122.2pp | 134.42%-89.9pp | 372.94%-328.4pp |
| Employer contribution / active EE | $2,563 | $5,474-53.2% | $4,818-46.8% | $4,751-46.0% |
| Participant deferral / active EE | $7,388 | $6,519+13.3% | $5,680+30.1% | $6,710+10.1% |
| Admin fee / account holder | $203 | $16,150-98.7% | $13,210-98.5% | $11,403-98.2% |