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 | $14,894 | $96,635-84.6% | $86,612-82.8% | $139,434-89.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.97% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,720 | $3,263-47.3% | $3,022-43.1% | $4,751-63.8% |
| Participant deferral / active EE | $6,165 | $4,836+27.5% | $4,438+38.9% | $6,710-8.1% |
| Admin fee / account holder | $122 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |