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 | $142,682 | $109,881+29.9% | $150,045-4.9% | $84,808+68.2% |
| Participation rate | 81.8% | 76.1%+5.7pp | 82.3%-0.5pp | 68.3%+13.5pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $5,411 | $3,561+51.9% | $4,693+15.3% | $2,631+105.6% |
| Participant deferral / active EE | $9,344 | $6,636+40.8% | $7,997+16.8% | $4,212+121.9% |
| Admin fee / account holder | $2 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |