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 | $1,638 | $22,587-92.7% | $65,255-97.5% | $75,163-97.8% |
| Participation rate | 71.4% | 63.1%+8.3pp | 65.0%+6.5pp | 67.2%+4.2pp |
| Annual return | 70.70% | 71.03%-0.3pp | 47.35%+23.4pp | 160.62%-89.9pp |
| Employer contribution / active EE | $798 | $941-15.1% | $1,691-52.8% | $2,670-70.1% |
| Participant deferral / active EE | $1,790 | $1,695+5.6% | $2,831-36.8% | $4,125-56.6% |
| Admin fee / account holder | $274 | $1,876-85.4% | $4,112-93.3% | $5,651-95.2% |