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 6-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 | $14,775 | $95,561-84.5% | $77,163-80.9% | $139,434-89.4% |
| Participation rate | 94.1% | 73.9%+20.2pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 21.79% | 54.92%-33.1pp | 37.87%-16.1pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,141 | $3,147-63.7% | $2,535-55.0% | $4,751-76.0% |
| Participant deferral / active EE | $3,666 | $4,624-20.7% | $3,833-4.4% | $6,710-45.4% |
| Admin fee / account holder | $236 | $8,295-97.1% | $5,472-95.7% | $11,403-97.9% |