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 | $16,229 | $102,966-84.2% | $90,281-82.0% | $152,861-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.88% | 95.16%-67.3pp | 78.10%-50.2pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,258 | $3,139-28.1% | $2,854-20.9% | $4,762-52.6% |
| Participant deferral / active EE | $4,286 | $4,281+0.1% | $3,885+10.3% | $5,850-26.7% |
| Admin fee / account holder | $77 | $6,171-98.8% | $5,351-98.6% | $11,596-99.3% |