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 | $148,401 | $153,311-3.2% | $109,313+35.8% | $273,961-45.8% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 7.13% | 29.86%-22.7pp | 22.07%-14.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,072 | $5,619-45.3% | $3,892-21.1% | $4,869-36.9% |
| Participant deferral / active EE | $7,047 | $3,932+79.2% | $3,166+122.5% | $5,287+33.3% |
| Admin fee / account holder | $21 | $8,076-99.7% | $5,666-99.6% | $10,132-99.8% |