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 5-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 | $27,877 | $177,572-84.3% | $154,803-82.0% | $142,382-80.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 21.89% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,444 | $4,810-70.0% | $4,305-66.5% | $4,299-66.4% |
| Participant deferral / active EE | $1,729 | $6,272-72.4% | $5,540-68.8% | $6,507-73.4% |
| Admin fee / account holder | $54 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |