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 4-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 | $9,382 | $100,773-90.7% | $88,946-89.5% | $142,382-93.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 22.32% | 70.18%-47.9pp | 57.82%-35.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,844 | $2,918-36.8% | $2,555-27.8% | $4,299-57.1% |
| Participant deferral / active EE | $1,440 | $5,230-72.5% | $4,581-68.6% | $6,507-77.9% |
| Admin fee / account holder | $71 | $9,693-99.3% | $8,261-99.1% | $12,624-99.4% |