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 5-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 | $24,351 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 13.64% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,271 | $5,313-76.1% | $4,672-72.8% | $4,660-72.7% |
| Participant deferral / active EE | $2,363 | $6,462-63.4% | $5,626-58.0% | $6,688-64.7% |
| Admin fee / account holder | $163 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |