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 | $239,254 | $148,978+60.6% | $200,582+19.3% | $84,808+182.1% |
| Participation rate | 79.5% | 84.2%-4.7pp | 86.9%-7.4pp | 68.3%+11.2pp |
| Annual return | 18.88% | 28.16%-9.3pp | 42.33%-23.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,167 | $4,815+28.1% | $6,419-3.9% | $2,631+134.4% |
| Participant deferral / active EE | $13,940 | $7,142+95.2% | $9,331+49.4% | $4,212+231.0% |
| Admin fee / account holder | $83 | $13,977-99.4% | $16,305-99.5% | $7,344-98.9% |