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 | $24,050 | $100,773-76.1% | $88,946-73.0% | $142,382-83.1% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 23.17% | 70.18%-47.0pp | 57.82%-34.7pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,652 | $2,918-43.4% | $2,555-35.3% | $4,299-61.6% |
| Participant deferral / active EE | $3,509 | $5,230-32.9% | $4,581-23.4% | $6,507-46.1% |
| Admin fee / account holder | $84 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |