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 3-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 | $5,726 | $74,888-92.4% | $71,209-92.0% | $142,382-96.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 21.21% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $460 | $2,854-83.9% | $2,721-83.1% | $4,299-89.3% |
| Participant deferral / active EE | $1,555 | $4,454-65.1% | $4,175-62.8% | $6,507-76.1% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |