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 5-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 | $108,008 | $159,602-32.3% | $150,045-28.0% | $142,382-24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.78% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,110 | $4,961-77.6% | $4,693-76.3% | $4,299-74.2% |
| Participant deferral / active EE | $9,799 | $8,310+17.9% | $7,997+22.5% | $6,507+50.6% |
| Admin fee / account holder | $162 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |