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 7-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 | $12,371 | $104,664-88.2% | $85,682-85.6% | $167,490-92.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 19.81% | 21.45%-1.6pp | 21.49%-1.7pp | 478.56%-458.8pp |
| Employer contribution / active EE | $1,787 | $3,337-46.5% | $2,618-31.8% | $4,837-63.1% |
| Participant deferral / active EE | $4,848 | $4,824+0.5% | $3,923+23.6% | $6,341-23.5% |
| Admin fee / account holder | $225 | $10,032-97.8% | $6,873-96.7% | $12,309-98.2% |