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 | $13,938 | $70,606-80.3% | $53,898-74.1% | $142,382-90.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.72% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,095 | $1,202-8.9% | $932+17.4% | $4,299-74.5% |
| Participant deferral / active EE | $1,980 | $2,364-16.2% | $1,826+8.4% | $6,507-69.6% |
| Admin fee / account holder | $28 | $2,852-99.0% | $2,491-98.9% | $12,624-99.8% |