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 | $16,523 | $159,602-89.6% | $150,045-89.0% | $142,382-88.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,047 | $4,961-18.4% | $4,693-13.8% | $4,299-5.9% |
| Participant deferral / active EE | $2,512 | $8,310-69.8% | $7,997-68.6% | $6,507-61.4% |
| Admin fee / account holder | $267 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |