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 9-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 | $16,713 | $107,334-84.4% | $92,893-82.0% | $152,861-89.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.51% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,142 | $4,221-49.3% | $3,653-41.4% | $4,762-55.0% |
| Participant deferral / active EE | $5,000 | $4,845+3.2% | $4,236+18.0% | $5,850-14.5% |
| Admin fee / account holder | $110 | $7,079-98.4% | $5,794-98.1% | $11,596-99.0% |