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 | $168,051 | $72,277+132.5% | $101,248+66.0% | $79,858+110.4% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.8%-1.7pp | 69.6%+4.4pp |
| Annual return | 17.00% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $873 | $2,692-67.6% | $3,660-76.1% | $2,471-64.7% |
| Participant deferral / active EE | $3,142 | $3,282-4.3% | $4,370-28.1% | $3,740-16.0% |
| Admin fee / account holder | $130 | $4,400-97.1% | $5,945-97.8% | $5,306-97.6% |