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 | $93,991 | $209,411-55.1% | $178,490-47.3% | $158,922-40.9% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 20.00% | 188.75%-168.7pp | 151.07%-131.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,166 | $5,706-44.5% | $5,011-36.8% | $4,761-33.5% |
| Participant deferral / active EE | $8,500 | $5,954+42.8% | $5,202+63.4% | $5,982+42.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |