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 | $154,757 | $123,793+25.0% | $177,821-13.0% | $79,858+93.8% |
| Participation rate | 97.9% | 84.7%+13.2pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 14.75% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $6,268 | $4,095+53.1% | $5,918+5.9% | $2,471+153.7% |
| Participant deferral / active EE | $7,388 | $5,956+24.0% | $7,714-4.2% | $3,740+97.5% |
| Admin fee / account holder | $146 | $7,243-98.0% | $12,427-98.8% | $5,306-97.2% |