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 | $133,774 | $117,381+14.0% | $99,443+34.5% | $152,861-12.5% |
| Participation rate | 86.7% | 77.5%+9.1pp | 73.8%+12.8pp | 82.4%+4.2pp |
| Annual return | 23.81% | 31.87%-8.1pp | 30.72%-6.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,769 | $3,013-8.1% | $2,540+9.0% | $4,762-41.8% |
| Participant deferral / active EE | $4,587 | $4,086+12.3% | $3,619+26.8% | $5,850-21.6% |
| Admin fee / account holder | $20 | $7,631-99.7% | $6,250-99.7% | $11,596-99.8% |