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 3-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 | $10,061 | $74,888-86.6% | $71,209-85.9% | $142,382-92.9% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 24.97% | 345.14%-320.2pp | 282.51%-257.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,275 | $2,854-55.3% | $2,721-53.1% | $4,299-70.3% |
| Participant deferral / active EE | $2,025 | $4,454-54.5% | $4,175-51.5% | $6,507-68.9% |
| Admin fee / account holder | $96 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |