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 6-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 | $17,835 | $74,888-76.2% | $71,209-75.0% | $142,382-87.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.98% | 345.14%-323.2pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,160 | $2,854-59.4% | $2,721-57.4% | $4,299-73.0% |
| Participant deferral / active EE | $5,351 | $4,454+20.1% | $4,175+28.2% | $6,507-17.8% |
| Admin fee / account holder | $105 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |