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 | $12,210 | $74,888-83.7% | $71,209-82.9% | $142,382-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.09% | 345.14%-317.1pp | 282.51%-254.4pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,413 | $2,854-15.5% | $2,721-11.3% | $4,299-43.9% |
| Participant deferral / active EE | $3,974 | $4,454-10.8% | $4,175-4.8% | $6,507-38.9% |
| Admin fee / account holder | $107 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |