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 | $10,128 | $115,708-91.2% | $65,255-84.5% | $139,434-92.7% |
| Participation rate | 80.0% | 67.8%+12.2pp | 65.0%+15.0pp | 80.3%-0.3pp |
| Annual return | 26.44% | 31.19%-4.7pp | 47.35%-20.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,819 | $2,599-30.0% | $1,691+7.5% | $4,751-61.7% |
| Participant deferral / active EE | $2,484 | $4,240-41.4% | $2,831-12.3% | $6,710-63.0% |
| Admin fee / account holder | $18 | $6,698-99.7% | $4,112-99.6% | $11,403-99.8% |