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 | $9,058 | $95,561-90.5% | $77,163-88.3% | $139,434-93.5% |
| Participation rate | 80.0% | 73.9%+6.1pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.12% | 54.92%-42.8pp | 37.87%-25.8pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,528 | $3,147-51.4% | $2,535-39.7% | $4,751-67.8% |
| Participant deferral / active EE | $1,528 | $4,624-66.9% | $3,833-60.1% | $6,710-77.2% |
| Admin fee / account holder | $82 | $8,295-99.0% | $5,472-98.5% | $11,403-99.3% |