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 8-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 | $12,174 | $94,338-87.1% | $100,534-87.9% | $142,382-91.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 19.72% | 29.20%-9.5pp | 32.66%-12.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,000 | $4,237-52.8% | $4,346-54.0% | $4,299-53.5% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $238 | $8,421-97.2% | $7,654-96.9% | $12,624-98.1% |