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 8-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 | $17,793 | $100,852-82.4% | $90,404-80.3% | $158,922-88.8% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 26.50% | 1724.20%-1697.7pp | 1293.02%-1266.5pp | 302.83%-276.3pp |
| Employer contribution / active EE | $1,716 | $3,689-53.5% | $3,262-47.4% | $4,761-64.0% |
| Participant deferral / active EE | $2,934 | $4,348-32.5% | $3,963-26.0% | $5,982-51.0% |
| Admin fee / account holder | $126 | $6,501-98.1% | $5,611-97.7% | $11,246-98.9% |