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 | $74,177 | $102,616-27.7% | $81,983-9.5% | $158,922-53.3% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 16.41% | 61.04%-44.6pp | 41.31%-24.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,307 | $3,240+2.1% | $2,498+32.4% | $4,761-30.5% |
| Participant deferral / active EE | $9,845 | $4,648+111.8% | $3,722+164.5% | $5,982+64.6% |
| Admin fee / account holder | $296 | $8,235-96.4% | $5,664-94.8% | $11,246-97.4% |