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 | $151,935 | $124,319+22.2% | $111,297+36.5% | $167,490-9.3% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 16.91% | 37.44%-20.5pp | 54.65%-37.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,303 | $3,435-62.1% | $2,731-52.3% | $4,837-73.1% |
| Participant deferral / active EE | $2,986 | $5,180-42.4% | $4,487-33.5% | $6,341-52.9% |
| Admin fee / account holder | $38 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |