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 10-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 | $23,718 | $107,015-77.8% | $73,545-67.8% | $147,584-83.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 21.20% | 38.25%-17.0pp | -15.16%+36.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $2,945 | $1,760+67.3% | $1,219+141.6% | $4,876-39.6% |
| Participant deferral / active EE | $12,909 | $2,462+424.4% | $1,806+614.8% | $5,439+137.3% |
| Admin fee / account holder | $211 | $3,055-93.1% | $2,320-90.9% | $10,885-98.1% |