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 | $22,739 | $183,519-87.6% | $155,509-85.4% | $145,922-84.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.05% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,412 | $5,313-73.4% | $4,672-69.8% | $4,660-69.7% |
| Participant deferral / active EE | $5,172 | $6,462-20.0% | $5,626-8.1% | $6,688-22.7% |
| Admin fee / account holder | $196 | $19,313-99.0% | $15,912-98.8% | $13,397-98.5% |