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 | $14,963 | $96,635-84.5% | $86,612-82.7% | $139,434-89.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.41% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,612 | $3,263-50.6% | $3,022-46.7% | $4,751-66.1% |
| Participant deferral / active EE | $4,232 | $4,836-12.5% | $4,438-4.6% | $6,710-36.9% |
| Admin fee / account holder | $191 | $6,408-97.0% | $5,614-96.6% | $11,403-98.3% |