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 | $18,188 | $210,648-91.4% | $177,989-89.8% | $145,922-87.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.99% | 385.86%-354.9pp | 294.48%-263.5pp | 561.29%-530.3pp |
| Employer contribution / active EE | $1,083 | $4,565-76.3% | $3,949-72.6% | $4,660-76.8% |
| Participant deferral / active EE | $3,796 | $6,958-45.4% | $6,276-39.5% | $6,688-43.2% |
| Admin fee / account holder | $129 | $12,013-98.9% | $10,363-98.8% | $13,397-99.0% |