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 4-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 | $23,841 | $148,534-83.9% | $135,903-82.5% | $139,434-82.9% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 20.34% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,424 | $5,243-72.8% | $4,856-70.7% | $4,751-70.0% |
| Participant deferral / active EE | $3,751 | $8,100-53.7% | $7,758-51.7% | $6,710-44.1% |
| Admin fee / account holder | $186 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |