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 | $21,110 | $114,381-81.5% | $107,525-80.4% | $142,382-85.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.15% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,307 | $4,015-67.4% | $3,754-65.2% | $4,299-69.6% |
| Participant deferral / active EE | $1,643 | $5,564-70.5% | $5,116-67.9% | $6,507-74.7% |
| Admin fee / account holder | $283 | $9,860-97.1% | $8,919-96.8% | $12,624-97.8% |