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 | $21,849 | $70,756-69.1% | $65,493-66.6% | $142,382-84.7% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 21.55% | 1754.89%-1733.3pp | 982.45%-960.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $859 | $2,881-70.2% | $2,574-66.6% | $4,299-80.0% |
| Participant deferral / active EE | $4,044 | $4,637-12.8% | $3,961+2.1% | $6,507-37.9% |
| Admin fee / account holder | $23 | $6,559-99.6% | $5,028-99.5% | $12,624-99.8% |