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 7-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 | $17,381 | $114,381-84.8% | $107,525-83.8% | $142,382-87.8% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 21.04% | 242.71%-221.7pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,121 | $4,015-72.1% | $3,754-70.1% | $4,299-73.9% |
| Participant deferral / active EE | $1,865 | $5,564-66.5% | $5,116-63.5% | $6,507-71.3% |
| Admin fee / account holder | $115 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |