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 | $133,026 | $138,044-3.6% | $125,339+6.1% | $134,475-1.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 4.76% | 750.33%-745.6pp | 572.05%-567.3pp | 417.96%-413.2pp |
| Employer contribution / active EE | $3,249 | $5,243-38.0% | $4,814-32.5% | $4,740-31.4% |
| Participant deferral / active EE | $4,905 | $7,799-37.1% | $7,446-34.1% | $6,400-23.4% |
| Admin fee / account holder | $20 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |