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 | $117,314 | $197,591-40.6% | $177,821-34.0% | $158,922-26.2% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 16.91% | 58.76%-41.8pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,707 | $6,697-59.6% | $5,918-54.3% | $4,761-43.1% |
| Participant deferral / active EE | $7,307 | $8,405-13.1% | $7,714-5.3% | $5,982+22.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |