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 | $6,451 | $100,773-93.6% | $88,946-92.7% | $142,382-95.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 22.91% | 70.18%-47.3pp | 57.82%-34.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,336 | $2,918-54.2% | $2,555-47.7% | $4,299-68.9% |
| Participant deferral / active EE | $1,542 | $5,230-70.5% | $4,581-66.4% | $6,507-76.3% |
| Admin fee / account holder | $175 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |