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 | $10,223 | $114,381-91.1% | $107,525-90.5% | $142,382-92.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.44% | 242.71%-214.3pp | 181.32%-152.9pp | 217.08%-188.6pp |
| Employer contribution / active EE | $1,862 | $4,015-53.6% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $3,591 | $5,564-35.5% | $5,116-29.8% | $6,507-44.8% |
| Admin fee / account holder | $88 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |