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 | $174,182 | $153,772+13.3% | $133,980+30.0% | $273,961-36.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 9.86% | 36.51%-26.6pp | 29.30%-19.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,110 | $6,029-31.8% | $5,211-21.1% | $4,869-15.6% |
| Participant deferral / active EE | $8,425 | $6,958+21.1% | $6,282+34.1% | $5,287+59.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |