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 | $21,415 | $104,974-79.6% | $95,585-77.6% | $142,382-85.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 17.92% | 210.33%-192.4pp | 38.56%-20.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,869 | $2,779+3.3% | $2,527+13.6% | $4,299-33.3% |
| Participant deferral / active EE | $1,479 | $4,352-66.0% | $4,023-63.2% | $6,507-77.3% |
| Admin fee / account holder | $95 | $6,386-98.5% | $6,127-98.5% | $12,624-99.2% |