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 | $20,746 | $97,744-78.8% | $103,476-80.0% | $145,922-85.8% |
| Participation rate | 92.9% | 81.1%+11.8pp | 80.5%+12.3pp | 80.3%+12.6pp |
| Annual return | 16.46% | 25.41%-9.0pp | 23.90%-7.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,709 | $4,677-63.5% | $4,672-63.4% | $4,660-63.3% |
| Participant deferral / active EE | $2,278 | $6,603-65.5% | $6,623-65.6% | $6,688-65.9% |
| Admin fee / account holder | $48 | $12,515-99.6% | $9,413-99.5% | $13,397-99.6% |