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 | $67,695 | $198,466-65.9% | $170,442-60.3% | $147,584-54.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 11.46% | 257.29%-245.8pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,108 | $6,184-65.9% | $5,433-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $6,340 | $5,629+12.6% | $4,939+28.4% | $5,439+16.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |