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 10-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 | $14,315 | $46,553-69.2% | $64,056-77.7% | $75,163-81.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.13% | 26.03%-8.9pp | 33.69%-16.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,005 | $1,974+1.6% | $2,747-27.0% | $2,670-24.9% |
| Participant deferral / active EE | $1,990 | $2,837-29.8% | $3,880-48.7% | $4,125-51.8% |
| Admin fee / account holder | $149 | $2,952-95.0% | $3,068-95.1% | $5,651-97.4% |