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 | $181,734 | $165,335+9.9% | $149,696+21.4% | $158,922+14.4% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 10.11% | 348.15%-338.0pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,877 | $5,103-43.6% | $4,644-38.1% | $4,761-39.6% |
| Participant deferral / active EE | $4,243 | $7,181-40.9% | $6,842-38.0% | $5,982-29.1% |
| Admin fee / account holder | $24 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |