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 7-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 | $20,175 | $126,574-84.1% | $106,213-81.0% | $145,922-86.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.53% | 224.79%-215.3pp | 116.14%-106.6pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,267 | $3,730-66.0% | $3,171-60.1% | $4,660-72.8% |
| Participant deferral / active EE | $1,900 | $5,724-66.8% | $5,016-62.1% | $6,688-71.6% |
| Admin fee / account holder | $109 | $17,304-99.4% | $11,033-99.0% | $13,397-99.2% |