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 | $52,708 | $202,432-74.0% | $169,368-68.9% | $139,434-62.2% |
| Participation rate | 84.6% | 81.1%+3.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 24.03% | 531.74%-507.7pp | 405.60%-381.6pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,959 | $4,692-58.3% | $4,013-51.2% | $4,751-58.8% |
| Participant deferral / active EE | $4,483 | $6,938-35.4% | $6,221-27.9% | $6,710-33.2% |
| Admin fee / account holder | $295 | $10,708-97.2% | $9,003-96.7% | $11,403-97.4% |