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 8-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 | $13,462 | $74,888-82.0% | $71,209-81.1% | $142,382-90.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.68% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,023 | $2,854-64.2% | $2,721-62.4% | $4,299-76.2% |
| Participant deferral / active EE | $4,082 | $4,454-8.4% | $4,175-2.2% | $6,507-37.3% |
| Admin fee / account holder | $271 | $5,568-95.1% | $5,349-94.9% | $12,624-97.9% |