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 3-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 | $16,298 | $107,452-84.8% | $91,541-82.2% | $142,382-88.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.15% | 22.06%-4.9pp | 20.50%-3.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,692 | $2,994-10.1% | $2,505+7.5% | $4,299-37.4% |
| Participant deferral / active EE | $4,936 | $4,754+3.8% | $4,008+23.2% | $6,507-24.1% |
| Admin fee / account holder | $89 | $8,834-99.0% | $6,956-98.7% | $12,624-99.3% |