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 | $20,570 | $177,572-88.4% | $154,803-86.7% | $142,382-85.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 14.02% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,174 | $4,810-54.8% | $4,305-49.5% | $4,299-49.4% |
| Participant deferral / active EE | $3,798 | $6,272-39.4% | $5,540-31.5% | $6,507-41.6% |
| Admin fee / account holder | $64 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |