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 | $179,916 | $152,587+17.9% | $125,175+43.7% | $152,861+17.7% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 27.81% | 54.84%-27.0pp | 43.79%-16.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $968 | $4,946-80.4% | $3,865-74.9% | $4,762-79.7% |
| Participant deferral / active EE | $1,781 | $5,868-69.7% | $4,937-63.9% | $5,850-69.6% |
| Admin fee / account holder | $249 | $13,434-98.1% | $9,702-97.4% | $11,596-97.9% |