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 | $52,924 | $209,411-74.7% | $178,490-70.3% | $158,922-66.7% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 23.17% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,114 | $5,706-63.0% | $5,011-57.8% | $4,761-55.6% |
| Participant deferral / active EE | $4,425 | $5,954-25.7% | $5,202-14.9% | $5,982-26.0% |
| Admin fee / account holder | $62 | $17,074-99.6% | $13,984-99.6% | $11,246-99.4% |