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 4-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 | $14,016 | $57,281-75.5% | $86,612-83.8% | $75,163-81.4% |
| Participation rate | 92.7% | 63.2%+29.5pp | 71.7%+21.0pp | 67.2%+25.5pp |
| Annual return | 24.99% | 2670.75%-2645.8pp | 591.07%-566.1pp | 160.62%-135.6pp |
| Employer contribution / active EE | $2,648 | $2,314+14.4% | $3,022-12.4% | $2,670-0.8% |
| Participant deferral / active EE | $6,322 | $3,318+90.6% | $4,438+42.5% | $4,125+53.3% |
| Admin fee / account holder | $260 | $4,112-93.7% | $5,614-95.4% | $5,651-95.4% |