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 | $16,538 | $177,572-90.7% | $154,803-89.3% | $142,382-88.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 21.71% | 65.07%-43.4pp | 58.88%-37.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,601 | $4,810-66.7% | $4,305-62.8% | $4,299-62.8% |
| Participant deferral / active EE | $2,140 | $6,272-65.9% | $5,540-61.4% | $6,507-67.1% |
| Admin fee / account holder | $47 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |