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 | $27,345 | $158,398-82.7% | $126,539-78.4% | $142,382-80.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 69.8%+1.6pp | 80.1%-8.7pp |
| Annual return | 13.55% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $413 | $4,650-91.1% | $3,674-88.8% | $4,299-90.4% |
| Participant deferral / active EE | $554 | $4,767-88.4% | $4,083-86.4% | $6,507-91.5% |
| Admin fee / account holder | $129 | $6,918-98.1% | $6,065-97.9% | $12,624-99.0% |