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 | $223,442 | $198,466+12.6% | $170,442+31.1% | $147,584+51.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.48% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,464 | $6,184-60.2% | $5,433-54.7% | $4,876-49.5% |
| Participant deferral / active EE | $5,392 | $5,629-4.2% | $4,939+9.2% | $5,439-0.9% |
| Admin fee / account holder | $150 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |