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 | $146,122 | $157,256-7.1% | $141,162+3.5% | $152,861-4.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.36% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $5,668 | $5,261+7.7% | $4,735+19.7% | $4,762+19.0% |
| Participant deferral / active EE | $13,432 | $7,109+88.9% | $6,709+100.2% | $5,850+129.6% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |