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 | $16,446 | $118,849-86.2% | $96,562-83.0% | $167,490-90.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 28.81% | 50.49%-21.7pp | 37.78%-9.0pp | 478.56%-449.7pp |
| Employer contribution / active EE | $2,178 | $3,120-30.2% | $2,356-7.6% | $4,837-55.0% |
| Participant deferral / active EE | $13,333 | $4,616+188.8% | $3,849+246.4% | $6,341+110.3% |
| Admin fee / account holder | $170 | $8,065-97.9% | $6,181-97.3% | $12,309-98.6% |