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 | $136,656 | $67,606+102.1% | $82,313+66.0% | $70,131+94.9% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.9%+12.5pp | 69.5%+19.8pp |
| Annual return | 15.78% | 21.57%-5.8pp | 25.88%-10.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,634 | $1,755+50.1% | $2,428+8.5% | $2,342+12.5% |
| Participant deferral / active EE | $7,830 | $2,987+162.1% | $3,706+111.3% | $3,332+135.0% |
| Admin fee / account holder | $108 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |