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 | $10,267 | $80,717-87.3% | $154,803-93.4% | $84,808-87.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.02% | 37.96%-19.9pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,659 | $2,761-39.9% | $4,305-61.5% | $2,631-37.0% |
| Participant deferral / active EE | $2,146 | $3,303-35.0% | $5,540-61.3% | $4,212-49.0% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |