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 7-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 | $27,715 | $183,519-84.9% | $155,509-82.2% | $145,922-81.0% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 13.67% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,211 | $5,313-77.2% | $4,672-74.1% | $4,660-74.0% |
| Participant deferral / active EE | $2,153 | $6,462-66.7% | $5,626-61.7% | $6,688-67.8% |
| Admin fee / account holder | $21 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |