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 | $13,541 | $70,606-80.8% | $53,898-74.9% | $142,382-90.5% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 20.50% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,413 | $1,202+17.6% | $932+51.6% | $4,299-67.1% |
| Participant deferral / active EE | $1,722 | $2,364-27.2% | $1,826-5.7% | $6,507-73.5% |
| Admin fee / account holder | $59 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |