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 | $18,174 | $177,572-89.8% | $154,803-88.3% | $142,382-87.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 24.25% | 65.07%-40.8pp | 58.88%-34.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,205 | $4,810-75.0% | $4,305-72.0% | $4,299-72.0% |
| Participant deferral / active EE | $5,878 | $6,272-6.3% | $5,540+6.1% | $6,507-9.7% |
| Admin fee / account holder | $25 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |