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 3-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 | $16,394 | $70,756-76.8% | $65,493-75.0% | $142,382-88.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,900 | $2,881-34.1% | $2,574-26.2% | $4,299-55.8% |
| Participant deferral / active EE | $5,576 | $4,637+20.2% | $3,961+40.8% | $6,507-14.3% |
| Admin fee / account holder | $153 | $6,559-97.7% | $5,028-97.0% | $12,624-98.8% |