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 | $8,799 | $100,773-91.3% | $88,946-90.1% | $142,382-93.8% |
| Participation rate | 73.9% | 74.3%-0.4pp | 68.8%+5.1pp | 80.1%-6.2pp |
| Annual return | 22.86% | 70.18%-47.3pp | 57.82%-35.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,611 | $2,918-44.8% | $2,555-36.9% | $4,299-62.5% |
| Participant deferral / active EE | $1,828 | $5,230-65.1% | $4,581-60.1% | $6,507-71.9% |
| Admin fee / account holder | $137 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |