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 5-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 | $166,693 | $159,602+4.4% | $150,045+11.1% | $142,382+17.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 22.56% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $8,424 | $4,961+69.8% | $4,693+79.5% | $4,299+95.9% |
| Participant deferral / active EE | $13,600 | $8,310+63.7% | $7,997+70.1% | $6,507+109.0% |
| Admin fee / account holder | $28 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |