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 8-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 | $16,953 | $74,888-77.4% | $71,209-76.2% | $142,382-88.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.03% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,203 | $2,854+12.2% | $2,721+17.7% | $4,299-25.5% |
| Participant deferral / active EE | $3,913 | $4,454-12.2% | $4,175-6.3% | $6,507-39.9% |
| Admin fee / account holder | $47 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |