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 | $74,878 | $209,411-64.2% | $178,490-58.0% | $158,922-52.9% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 14.49% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $7,347 | $5,706+28.7% | $5,011+46.6% | $4,761+54.3% |
| Participant deferral / active EE | $3,749 | $5,954-37.0% | $5,202-27.9% | $5,982-37.3% |
| Admin fee / account holder | $254 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |