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 3-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 | $26,242 | $111,754-76.5% | $103,333-74.6% | $145,922-82.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,983 | $4,212-52.9% | $3,868-48.7% | $4,660-57.4% |
| Participant deferral / active EE | $9,450 | $5,619+68.2% | $5,057+86.9% | $6,688+41.3% |
| Admin fee / account holder | $200 | $9,750-97.9% | $8,355-97.6% | $13,397-98.5% |