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 | $111,712 | $148,978-25.0% | $200,582-44.3% | $84,808+31.7% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 15.11% | 28.16%-13.1pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,502 | $4,815-27.3% | $6,419-45.4% | $2,631+33.1% |
| Participant deferral / active EE | $5,876 | $7,142-17.7% | $9,331-37.0% | $4,212+39.5% |
| Admin fee / account holder | $80 | $13,977-99.4% | $16,305-99.5% | $7,344-98.9% |