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 | $122,909 | $65,395+87.9% | $182,532-32.7% | $72,985+68.4% |
| Participation rate | 86.2% | 65.4%+20.8pp | 78.0%+8.2pp | 69.5%+16.7pp |
| Annual return | 21.77% | 27.68%-5.9pp | 148.54%-126.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,794 | $1,911+98.5% | $4,076-6.9% | $2,440+55.5% |
| Participant deferral / active EE | $6,944 | $3,563+94.9% | $5,524+25.7% | $3,607+92.5% |
| Admin fee / account holder | $95 | $4,245-97.8% | $8,592-98.9% | $5,124-98.1% |