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 | $133,912 | $181,894-26.4% | $156,549-14.5% | $273,961-51.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.73% | 30.74%-23.0pp | 32.23%-24.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,395 | $6,248-45.7% | $5,501-38.3% | $4,869-30.3% |
| Participant deferral / active EE | $5,424 | $5,550-2.3% | $4,871+11.4% | $5,287+2.6% |
| Admin fee / account holder | $18 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |