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 9-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 | $20,306 | $100,773-79.9% | $88,946-77.2% | $142,382-85.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 16.78% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,673 | $2,918-42.7% | $2,555-34.5% | $4,299-61.1% |
| Participant deferral / active EE | $1,214 | $5,230-76.8% | $4,581-73.5% | $6,507-81.3% |
| Admin fee / account holder | $163 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |