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 | $90,351 | $159,602-43.4% | $150,045-39.8% | $142,382-36.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 28.12% | 70.24%-42.1pp | 62.55%-34.4pp | 217.08%-189.0pp |
| Employer contribution / active EE | $3,401 | $4,961-31.4% | $4,693-27.5% | $4,299-20.9% |
| Participant deferral / active EE | $9,155 | $8,310+10.2% | $7,997+14.5% | $6,507+40.7% |
| Admin fee / account holder | $109 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |