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 | $104,535 | $135,952-23.1% | $123,892-15.6% | $273,961-61.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 4.41% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,458 | $5,170-52.5% | $4,617-46.8% | $4,869-49.5% |
| Participant deferral / active EE | $5,502 | $6,343-13.3% | $5,984-8.1% | $5,287+4.1% |
| Admin fee / account holder | $264 | $9,817-97.3% | $8,357-96.8% | $10,132-97.4% |