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 | $148,666 | $162,781-8.7% | $133,956+11.0% | $158,922-6.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 29.10% | 41.94%-12.8pp | 45.09%-16.0pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,255 | $4,975-74.8% | $3,919-68.0% | $4,761-73.6% |
| Participant deferral / active EE | $7,764 | $5,911+31.3% | $5,048+53.8% | $5,982+29.8% |
| Admin fee / account holder | $12 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |