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 4-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 | $20,293 | $117,983-82.8% | $101,794-80.1% | $142,382-85.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.30% | 36.92%-15.6pp | 30.53%-9.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,055 | $2,773-25.9% | $2,289-10.2% | $4,299-52.2% |
| Participant deferral / active EE | $2,568 | $4,714-45.5% | $4,084-37.1% | $6,507-60.5% |
| Admin fee / account holder | $47 | $10,433-99.5% | $8,777-99.5% | $12,624-99.6% |