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 5-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 | $19,624 | $154,365-87.3% | $130,231-84.9% | $139,434-85.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 27.43% | 30.34%-2.9pp | 38.77%-11.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $3,608 | $5,170-30.2% | $4,126-12.5% | $4,751-24.1% |
| Participant deferral / active EE | $5,029 | $8,498-40.8% | $6,799-26.0% | $6,710-25.0% |
| Admin fee / account holder | $109 | $9,214-98.8% | $6,020-98.2% | $11,403-99.0% |