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 5-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 | $22,097 | $118,849-81.4% | $96,562-77.1% | $167,490-86.8% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,529 | $3,120-18.9% | $2,356+7.3% | $4,837-47.7% |
| Participant deferral / active EE | $4,456 | $4,616-3.5% | $3,849+15.8% | $6,341-29.7% |
| Admin fee / account holder | $152 | $8,065-98.1% | $6,181-97.5% | $12,309-98.8% |