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 | $17,777 | $183,519-90.3% | $155,509-88.6% | $145,922-87.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.77% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,952 | $5,313-63.3% | $4,672-58.2% | $4,660-58.1% |
| Participant deferral / active EE | $5,071 | $6,462-21.5% | $5,626-9.9% | $6,688-24.2% |
| Admin fee / account holder | $10 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |