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 | $29,294 | $210,648-86.1% | $177,989-83.5% | $145,922-79.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.37% | 385.86%-369.5pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,033 | $4,565-33.6% | $3,949-23.2% | $4,660-34.9% |
| Participant deferral / active EE | $3,917 | $6,958-43.7% | $6,276-37.6% | $6,688-41.4% |
| Admin fee / account holder | $160 | $12,013-98.7% | $10,363-98.5% | $13,397-98.8% |