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 | $97,514 | $72,012+35.4% | $185,823-47.5% | $79,858+22.1% |
| Participation rate | 75.9% | 65.8%+10.1pp | 78.0%-2.2pp | 69.6%+6.2pp |
| Annual return | 13.30% | 23.12%-9.8pp | 35.95%-22.6pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,658 | $1,965+86.2% | $4,087-10.5% | $2,471+48.1% |
| Participant deferral / active EE | $5,582 | $3,779+47.7% | $5,632-0.9% | $3,740+49.3% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |