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 6-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 | $16,020 | $100,773-84.1% | $88,946-82.0% | $142,382-88.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.49% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $706 | $2,918-75.8% | $2,555-72.4% | $4,299-83.6% |
| Participant deferral / active EE | $1,537 | $5,230-70.6% | $4,581-66.5% | $6,507-76.4% |
| Admin fee / account holder | $172 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |