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 | $16,846 | $64,839-74.0% | $95,585-82.4% | $84,808-80.1% |
| Participation rate | 92.4% | 63.8%+28.6pp | 72.1%+20.4pp | 68.3%+24.1pp |
| Annual return | 18.33% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,134 | $1,759+78.2% | $2,527+24.0% | $2,631+19.1% |
| Participant deferral / active EE | $4,512 | $2,965+52.2% | $4,023+12.2% | $4,212+7.1% |
| Admin fee / account holder | $52 | $5,964-99.1% | $6,127-99.2% | $7,344-99.3% |