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 | $78,325 | $103,376-24.2% | $87,100-10.1% | $152,861-48.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 21.98% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,655 | $3,220-48.6% | $2,521-34.4% | $4,762-65.3% |
| Participant deferral / active EE | $2,325 | $4,778-51.3% | $4,049-42.6% | $5,850-60.3% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |