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 | $17,770 | $74,888-76.3% | $71,209-75.0% | $142,382-87.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 22.94% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,380 | $2,854-51.6% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $2,122 | $4,454-52.4% | $4,175-49.2% | $6,507-67.4% |
| Admin fee / account holder | $31 | $5,568-99.4% | $5,349-99.4% | $12,624-99.8% |