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 8-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 | $86,010 | $217,402-60.4% | $185,823-53.7% | $167,490-48.6% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 18.91% | 148.36%-129.5pp | 122.05%-103.1pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,857 | $5,873-68.4% | $5,167-64.1% | $4,837-61.6% |
| Participant deferral / active EE | $5,182 | $6,356-18.5% | $5,568-6.9% | $6,341-18.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |