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 | $18,935 | $117,841-83.9% | $102,423-81.5% | $145,922-87.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 17.03% | 31.65%-14.6pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,006 | $3,615-16.8% | $3,023-0.6% | $4,660-35.5% |
| Participant deferral / active EE | $5,280 | $5,731-7.9% | $5,053+4.5% | $6,688-21.0% |
| Admin fee / account holder | $30 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |