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 | $19,606 | $107,452-81.8% | $91,541-78.6% | $142,382-86.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 23.40% | 22.06%+1.3pp | 20.50%+2.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,922 | $2,994-35.8% | $2,505-23.3% | $4,299-55.3% |
| Participant deferral / active EE | $4,217 | $4,754-11.3% | $4,008+5.2% | $6,507-35.2% |
| Admin fee / account holder | $77 | $8,834-99.1% | $6,956-98.9% | $12,624-99.4% |