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 | $145,911 | $214,378-31.9% | $200,582-27.3% | $142,382+2.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.43% | 46.41%-27.0pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $8,199 | $6,841+19.8% | $6,419+27.7% | $4,299+90.7% |
| Participant deferral / active EE | $9,734 | $9,865-1.3% | $9,331+4.3% | $6,507+49.6% |
| Admin fee / account holder | $186 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |