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 | $26,550 | $96,635-72.5% | $86,612-69.3% | $139,434-81.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.45% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,770 | $3,263-15.1% | $3,022-8.4% | $4,751-41.7% |
| Participant deferral / active EE | $3,352 | $4,836-30.7% | $4,438-24.5% | $6,710-50.0% |
| Admin fee / account holder | $221 | $6,408-96.5% | $5,614-96.1% | $11,403-98.1% |