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 | $26,467 | $179,726-85.3% | $156,263-83.1% | $142,382-81.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.45% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,315 | $5,069-74.1% | $4,333-69.7% | $4,299-69.4% |
| Participant deferral / active EE | $2,254 | $6,956-67.6% | $6,158-63.4% | $6,507-65.4% |
| Admin fee / account holder | $287 | $17,272-98.3% | $14,255-98.0% | $12,624-97.7% |