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 | $16,301 | $202,432-91.9% | $169,368-90.4% | $139,434-88.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.94% | 531.74%-509.8pp | 405.60%-383.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,810 | $4,692-18.8% | $4,013-5.1% | $4,751-19.8% |
| Participant deferral / active EE | $8,502 | $6,938+22.5% | $6,221+36.7% | $6,710+26.7% |
| Admin fee / account holder | $77 | $10,708-99.3% | $9,003-99.1% | $11,403-99.3% |