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 9-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 | $31,515 | $112,881-72.1% | $90,951-65.3% | $158,922-80.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.57% | 215.79%-195.2pp | 134.60%-114.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,099 | $2,893-62.0% | $2,122-48.2% | $4,761-76.9% |
| Participant deferral / active EE | $5,197 | $4,128+25.9% | $3,373+54.1% | $5,982-13.1% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |