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 | $150,837 | $175,202-13.9% | $149,673+0.8% | $139,434+8.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 20.56% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,284 | $5,474-40.0% | $4,818-31.8% | $4,751-30.9% |
| Participant deferral / active EE | $17,500 | $6,519+168.5% | $5,680+208.1% | $6,710+160.8% |
| Admin fee / account holder | $16 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |