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 | $14,160 | $63,819-77.8% | $57,736-75.5% | $139,434-89.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 64.8%+35.2pp | 80.3%+19.7pp |
| Annual return | 25.50% | 27.50%-2.0pp | 43.59%-18.1pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,361 | $2,754-14.3% | $2,452-3.7% | $4,751-50.3% |
| Participant deferral / active EE | $6,765 | $5,353+26.4% | $4,672+44.8% | $6,710+0.8% |
| Admin fee / account holder | $136 | $1,300-89.5% | $1,502-90.9% | $11,403-98.8% |