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 | $16,480 | $84,696-80.5% | $75,696-78.2% | $167,490-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 199.36%-188.2pp | 104.53%-93.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,268 | $3,230-60.7% | $2,743-53.8% | $4,837-73.8% |
| Participant deferral / active EE | $1,274 | $4,580-72.2% | $3,821-66.7% | $6,341-79.9% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |