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 4-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 | $22,119 | $148,534-85.1% | $135,903-83.7% | $139,434-84.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.86% | 79.19%-58.3pp | 68.23%-47.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,160 | $5,243-58.8% | $4,856-55.5% | $4,751-54.5% |
| Participant deferral / active EE | $5,060 | $8,100-37.5% | $7,758-34.8% | $6,710-24.6% |
| Admin fee / account holder | $27 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |