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 8-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 | $15,356 | $96,484-84.1% | $75,886-79.8% | $152,861-90.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 34.38% | 33.98%+0.4pp | 30.76%+3.6pp | 345.32%-310.9pp |
| Employer contribution / active EE | $2,087 | $3,309-36.9% | $2,500-16.5% | $4,762-56.2% |
| Participant deferral / active EE | $5,266 | $4,553+15.7% | $3,603+46.1% | $5,850-10.0% |
| Admin fee / account holder | $115 | $8,078-98.6% | $5,418-97.9% | $11,596-99.0% |