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 9-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 | $16,662 | $100,773-83.5% | $88,946-81.3% | $142,382-88.3% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 22.67% | 70.18%-47.5pp | 57.82%-35.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $794 | $2,918-72.8% | $2,555-68.9% | $4,299-81.5% |
| Participant deferral / active EE | $2,931 | $5,230-44.0% | $4,581-36.0% | $6,507-55.0% |
| Admin fee / account holder | $69 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |