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 | $27,321 | $214,378-87.3% | $200,582-86.4% | $142,382-80.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.22% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,525 | $6,841-63.1% | $6,419-60.7% | $4,299-41.3% |
| Participant deferral / active EE | $3,603 | $9,865-63.5% | $9,331-61.4% | $6,507-44.6% |
| Admin fee / account holder | $162 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |