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 | $142,572 | $99,918+42.7% | $81,382+75.2% | $145,922-2.3% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 12.04% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,221 | $2,978+8.2% | $2,463+30.8% | $4,660-30.9% |
| Participant deferral / active EE | $6,426 | $4,605+39.5% | $3,883+65.5% | $6,688-3.9% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |