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 6-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 | $28,017 | $82,286-66.0% | $68,791-59.3% | $134,475-79.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 6.37% | -2.19%+8.6pp | -6.38%+12.8pp | 417.96%-411.6pp |
| Employer contribution / active EE | $2,350 | $3,301-28.8% | $2,655-11.5% | $4,740-50.4% |
| Participant deferral / active EE | $11,339 | $4,739+139.3% | $3,941+187.7% | $6,400+77.2% |
| Admin fee / account holder | $155 | $6,481-97.6% | $4,932-96.9% | $11,426-98.6% |