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 | $14,320 | $90,348-84.2% | $75,972-81.2% | $145,922-90.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.35% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,020 | $3,311-39.0% | $2,685-24.8% | $4,660-56.7% |
| Participant deferral / active EE | $4,980 | $5,162-3.5% | $4,255+17.0% | $6,688-25.5% |
| Admin fee / account holder | $93 | $8,467-98.9% | $6,467-98.6% | $13,397-99.3% |