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 3-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 | $18,244 | $158,398-88.5% | $126,539-85.6% | $142,382-87.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 17.65% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,776 | $4,650-61.8% | $3,674-51.7% | $4,299-58.7% |
| Participant deferral / active EE | $4,298 | $4,767-9.8% | $4,083+5.3% | $6,507-34.0% |
| Admin fee / account holder | $179 | $6,918-97.4% | $6,065-97.0% | $12,624-98.6% |