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 | $28,977 | $159,602-81.8% | $150,045-80.7% | $142,382-79.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,889 | $4,961-61.9% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $3,361 | $8,310-59.6% | $7,997-58.0% | $6,507-48.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |