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 7-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 | $21,712 | $202,432-89.3% | $169,368-87.2% | $139,434-84.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.17% | 531.74%-511.6pp | 405.60%-385.4pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,281 | $4,692-72.7% | $4,013-68.1% | $4,751-73.0% |
| Participant deferral / active EE | $3,767 | $6,938-45.7% | $6,221-39.5% | $6,710-43.9% |
| Admin fee / account holder | $236 | $10,708-97.8% | $9,003-97.4% | $11,403-97.9% |