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 | $26,159 | $127,065-79.4% | $113,168-76.9% | $142,382-81.6% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 21.02% | 24.03%-3.0pp | 24.27%-3.2pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,635 | $3,442-23.4% | $2,975-11.4% | $4,299-38.7% |
| Participant deferral / active EE | $3,215 | $5,716-43.8% | $5,107-37.0% | $6,507-50.6% |
| Admin fee / account holder | $174 | $15,736-98.9% | $12,068-98.6% | $12,624-98.6% |