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 5-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 | $31,950 | $74,888-57.3% | $71,209-55.1% | $142,382-77.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.72% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,726 | $2,854-39.5% | $2,721-36.6% | $4,299-59.9% |
| Participant deferral / active EE | $6,900 | $4,454+54.9% | $4,175+65.3% | $6,507+6.0% |
| Admin fee / account holder | $181 | $5,568-96.8% | $5,349-96.6% | $12,624-98.6% |