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 | $19,061 | $85,022-77.6% | $70,515-73.0% | $139,434-86.3% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.3%+19.2pp | 80.3%+7.2pp |
| Annual return | 17.74% | 30.38%-12.6pp | 32.77%-15.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,572 | $3,909-34.2% | $2,973-13.5% | $4,751-45.9% |
| Participant deferral / active EE | $1,740 | $5,890-70.5% | $4,567-61.9% | $6,710-74.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |