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 | $11,284 | $106,584-89.4% | $101,326-88.9% | $142,382-92.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 22.31% | 36.93%-14.6pp | 36.82%-14.5pp | 217.08%-194.8pp |
| Employer contribution / active EE | $2,820 | $3,956-28.7% | $3,665-23.1% | $4,299-34.4% |
| Participant deferral / active EE | $3,783 | $8,297-54.4% | $7,994-52.7% | $6,507-41.9% |
| Admin fee / account holder | $32 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |