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 | $16,409 | $159,602-89.7% | $150,045-89.1% | $142,382-88.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 40.10% | 70.24%-30.1pp | 62.55%-22.5pp | 217.08%-177.0pp |
| Employer contribution / active EE | $2,430 | $4,961-51.0% | $4,693-48.2% | $4,299-43.5% |
| Participant deferral / active EE | $4,148 | $8,310-50.1% | $7,997-48.1% | $6,507-36.3% |
| Admin fee / account holder | $29 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |