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 | $19,515 | $111,754-82.5% | $103,333-81.1% | $145,922-86.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,790 | $4,212-10.0% | $3,868-2.0% | $4,660-18.7% |
| Participant deferral / active EE | $8,893 | $5,619+58.3% | $5,057+75.8% | $6,688+33.0% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |