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 | $189,475 | $129,217+46.6% | $93,406+102.9% | $158,922+19.2% |
| Participation rate | 70.0% | 71.0%-1.0pp | 66.8%+3.2pp | 82.0%-12.0pp |
| Annual return | 18.00% | 118.21%-100.2pp | 78.05%-60.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,259 | $2,711+20.2% | $2,075+57.0% | $4,761-31.6% |
| Participant deferral / active EE | $7,578 | $3,909+93.9% | $3,126+142.5% | $5,982+26.7% |
| Admin fee / account holder | $218 | $7,383-97.0% | $5,230-95.8% | $11,246-98.1% |