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 | $17,558 | $102,616-82.9% | $81,983-78.6% | $158,922-89.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.81% | 61.04%-50.2pp | 41.31%-30.5pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,451 | $3,240+6.5% | $2,498+38.2% | $4,761-27.5% |
| Participant deferral / active EE | $2,619 | $4,648-43.7% | $3,722-29.6% | $5,982-56.2% |
| Admin fee / account holder | $201 | $8,235-97.6% | $5,664-96.4% | $11,246-98.2% |