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 4-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 | $22,553 | $106,584-78.8% | $101,326-77.7% | $142,382-84.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 21.10% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,003 | $3,956-49.4% | $3,665-45.4% | $4,299-53.4% |
| Participant deferral / active EE | $2,591 | $8,297-68.8% | $7,994-67.6% | $6,507-60.2% |
| Admin fee / account holder | $45 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |