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 | $20,348 | $88,751-77.1% | $81,812-75.1% | $145,922-86.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 14.37% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,025 | $3,083-34.3% | $2,912-30.5% | $4,660-56.6% |
| Participant deferral / active EE | $4,283 | $4,643-7.8% | $4,319-0.8% | $6,688-36.0% |
| Admin fee / account holder | $189 | $8,415-97.8% | $7,386-97.4% | $13,397-98.6% |