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 6-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 | $24,083 | $177,572-86.4% | $154,803-84.4% | $142,382-83.1% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 22.70% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $1,344 | $4,810-72.1% | $4,305-68.8% | $4,299-68.7% |
| Participant deferral / active EE | $3,916 | $6,272-37.6% | $5,540-29.3% | $6,507-39.8% |
| Admin fee / account holder | $58 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |