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 10-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 | $22,714 | $113,339-80.0% | $94,993-76.1% | $147,584-84.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.97% | 20.77%-6.8pp | 27.12%-13.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,373 | $3,160-56.5% | $2,603-47.3% | $4,876-71.8% |
| Participant deferral / active EE | $16,430 | $3,777+335.0% | $3,317+395.3% | $5,439+202.1% |
| Admin fee / account holder | $41 | $6,063-99.3% | $4,960-99.2% | $10,885-99.6% |