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 | $27,013 | $148,534-81.8% | $135,903-80.1% | $139,434-80.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.43% | 79.19%-51.8pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,666 | $5,243-68.2% | $4,856-65.7% | $4,751-64.9% |
| Participant deferral / active EE | $10,938 | $8,100+35.0% | $7,758+41.0% | $6,710+63.0% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |