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 | $17,688 | $183,519-90.4% | $155,509-88.6% | $145,922-87.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 26.43% | 61.17%-34.7pp | 64.67%-38.2pp | 561.29%-534.9pp |
| Employer contribution / active EE | $1,667 | $5,313-68.6% | $4,672-64.3% | $4,660-64.2% |
| Participant deferral / active EE | $5,079 | $6,462-21.4% | $5,626-9.7% | $6,688-24.1% |
| Admin fee / account holder | $19 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |