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 | $23,100 | $179,726-87.1% | $156,263-85.2% | $142,382-83.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 21.11% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,293 | $5,069-54.8% | $4,333-47.1% | $4,299-46.7% |
| Participant deferral / active EE | $3,536 | $6,956-49.2% | $6,158-42.6% | $6,507-45.7% |
| Admin fee / account holder | $58 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |