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 | $20,180 | $133,958-84.9% | $112,228-82.0% | $134,475-85.0% |
| Participation rate | 76.5% | 78.6%-2.1pp | 75.1%+1.4pp | 81.2%-4.8pp |
| Annual return | 84.78% | 47.11%+37.7pp | 27.45%+57.3pp | 417.96%-333.2pp |
| Employer contribution / active EE | $1,446 | $4,038-64.2% | $3,635-60.2% | $4,740-69.5% |
| Participant deferral / active EE | $4,723 | $5,291-10.7% | $4,728-0.1% | $6,400-26.2% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |