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 | $244,803 | $127,386+92.2% | $115,037+112.8% | $125,391+95.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 4.31% | 31.28%-27.0pp | 26.14%-21.8pp | 282.22%-277.9pp |
| Employer contribution / active EE | $18,387 | $5,166+255.9% | $4,608+299.0% | $4,866+277.9% |
| Participant deferral / active EE | $4,766 | $6,423-25.8% | $6,026-20.9% | $5,352-10.9% |
| Admin fee / account holder | $69 | $9,516-99.3% | $8,175-99.2% | $9,540-99.3% |