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 4-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 | $19,372 | $74,888-74.1% | $71,209-72.8% | $142,382-86.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.82% | 345.14%-317.3pp | 282.51%-254.7pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,187 | $2,854-58.4% | $2,721-56.4% | $4,299-72.4% |
| Participant deferral / active EE | $1,271 | $4,454-71.5% | $4,175-69.6% | $6,507-80.5% |
| Admin fee / account holder | $60 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |