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 | $15,194 | $105,126-85.5% | $94,646-83.9% | $139,434-89.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.73% | 38.03%-18.3pp | 156.71%-137.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,464 | $4,106-40.0% | $3,672-32.9% | $4,751-48.1% |
| Participant deferral / active EE | $2,705 | $7,599-64.4% | $7,418-63.5% | $6,710-59.7% |
| Admin fee / account holder | $90 | $8,984-99.0% | $7,231-98.8% | $11,403-99.2% |