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 | $16,604 | $60,022-72.3% | $88,946-81.3% | $84,808-80.4% |
| Participation rate | 93.3% | 57.8%+35.5pp | 68.8%+24.5pp | 68.3%+25.0pp |
| Annual return | 23.25% | 22.43%+0.8pp | 57.82%-34.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,167 | $1,703-31.4% | $2,555-54.3% | $2,631-55.6% |
| Participant deferral / active EE | $2,417 | $3,114-22.4% | $4,581-47.2% | $4,212-42.6% |
| Admin fee / account holder | $107 | $4,811-97.8% | $8,261-98.7% | $7,344-98.5% |