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 | $110,158 | $162,781-32.3% | $133,956-17.8% | $158,922-30.7% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 9.68% | 41.94%-32.3pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,182 | $4,975-56.1% | $3,919-44.3% | $4,761-54.2% |
| Participant deferral / active EE | $3,001 | $5,911-49.2% | $5,048-40.5% | $5,982-49.8% |
| Admin fee / account holder | $86 | $11,736-99.3% | $8,927-99.0% | $11,246-99.2% |