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 4-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 | $15,416 | $88,751-82.6% | $81,812-81.2% | $145,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.59% | 1025.40%-1006.8pp | 773.79%-755.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,884 | $3,083-38.9% | $2,912-35.3% | $4,660-59.6% |
| Participant deferral / active EE | $3,139 | $4,643-32.4% | $4,319-27.3% | $6,688-53.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |