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 5-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 | $16,312 | $74,888-78.2% | $71,209-77.1% | $142,382-88.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.84% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,014 | $2,854-29.4% | $2,721-26.0% | $4,299-53.2% |
| Participant deferral / active EE | $3,624 | $4,454-18.6% | $4,175-13.2% | $6,507-44.3% |
| Admin fee / account holder | $97 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |