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 5-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 | $18,922 | $105,126-82.0% | $94,646-80.0% | $139,434-86.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 21.13% | 38.03%-16.9pp | 156.71%-135.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,483 | $4,106-39.5% | $3,672-32.4% | $4,751-47.7% |
| Participant deferral / active EE | $4,604 | $7,599-39.4% | $7,418-37.9% | $6,710-31.4% |
| Admin fee / account holder | $33 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |