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 | $8,903 | $70,606-87.4% | $53,898-83.5% | $142,382-93.7% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 25.56% | 619.81%-594.3pp | 528.60%-503.0pp | 217.08%-191.5pp |
| Employer contribution / active EE | $174 | $1,202-85.5% | $932-81.3% | $4,299-96.0% |
| Participant deferral / active EE | $2,934 | $2,364+24.1% | $1,826+60.7% | $6,507-54.9% |
| Admin fee / account holder | $105 | $2,852-96.3% | $2,491-95.8% | $12,624-99.2% |