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 | $16,130 | $106,515-84.9% | $96,683-83.3% | $139,434-88.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.98% | 38.43%-14.4pp | 35.69%-11.7pp | 372.94%-349.0pp |
| Employer contribution / active EE | $2,092 | $4,103-49.0% | $3,737-44.0% | $4,751-56.0% |
| Participant deferral / active EE | $7,314 | $5,454+34.1% | $4,878+49.9% | $6,710+9.0% |
| Admin fee / account holder | $197 | $7,877-97.5% | $6,730-97.1% | $11,403-98.3% |