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 | $24,453 | $159,602-84.7% | $150,045-83.7% | $142,382-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.09% | 70.24%-54.1pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,541 | $4,961-68.9% | $4,693-67.2% | $4,299-64.2% |
| Participant deferral / active EE | $3,101 | $8,310-62.7% | $7,997-61.2% | $6,507-52.3% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |