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 3-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 | $14,374 | $158,398-90.9% | $126,539-88.6% | $142,382-89.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.84% | 593.76%-570.9pp | 425.95%-403.1pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,198 | $4,650-52.7% | $3,674-40.2% | $4,299-48.9% |
| Participant deferral / active EE | $3,244 | $4,767-31.9% | $4,083-20.5% | $6,507-50.1% |
| Admin fee / account holder | $22 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |