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 | $16,343 | $114,047-85.7% | $96,139-83.0% | $167,490-90.2% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 26.90% | 189.88%-163.0pp | 191.94%-165.0pp | 478.56%-451.7pp |
| Employer contribution / active EE | $1,487 | $3,427-56.6% | $2,797-46.8% | $4,837-69.3% |
| Participant deferral / active EE | $6,893 | $5,194+32.7% | $4,349+58.5% | $6,341+8.7% |
| Admin fee / account holder | $64 | $6,897-99.1% | $5,537-98.8% | $12,309-99.5% |