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 9-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 | $158,423 | $109,413+44.8% | $156,263+1.4% | $84,808+86.8% |
| Participation rate | 84.0% | 72.7%+11.3pp | 78.9%+5.1pp | 68.3%+15.7pp |
| Annual return | 17.69% | 20.18%-2.5pp | 59.47%-41.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $872 | $2,907-70.0% | $4,333-79.9% | $2,631-66.9% |
| Participant deferral / active EE | $2,538 | $4,590-44.7% | $6,158-58.8% | $4,212-39.7% |
| Admin fee / account holder | $269 | $9,357-97.1% | $14,255-98.1% | $7,344-96.3% |