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 6-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 | $18,898 | $74,888-74.8% | $71,209-73.5% | $142,382-86.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.33% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,802 | $2,854+33.2% | $2,721+39.7% | $4,299-11.6% |
| Participant deferral / active EE | $3,802 | $4,454-14.6% | $4,175-8.9% | $6,507-41.6% |
| Admin fee / account holder | $54 | $5,568-99.0% | $5,349-99.0% | $12,624-99.6% |