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 | $29,989 | $159,901-81.2% | $146,958-79.6% | $145,922-79.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,329 | $5,286-55.9% | $4,933-52.8% | $4,660-50.0% |
| Participant deferral / active EE | $6,710 | $8,428-20.4% | $8,070-16.9% | $6,688+0.3% |
| Admin fee / account holder | $43 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |