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 | $26,161 | $165,335-84.2% | $149,696-82.5% | $158,922-83.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 101.04% | 348.15%-247.1pp | 276.60%-175.6pp | 302.83%-201.8pp |
| Employer contribution / active EE | $7,240 | $5,103+41.9% | $4,644+55.9% | $4,761+52.1% |
| Participant deferral / active EE | $10,128 | $7,181+41.0% | $6,842+48.0% | $5,982+69.3% |
| Admin fee / account holder | $251 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |