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 | $18,033 | $177,572-89.8% | $154,803-88.4% | $142,382-87.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.98% | 65.07%-39.1pp | 58.88%-32.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,379 | $4,810-29.8% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $5,716 | $6,272-8.9% | $5,540+3.2% | $6,507-12.2% |
| Admin fee / account holder | $109 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |