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 | $15,855 | $158,398-90.0% | $126,539-87.5% | $142,382-88.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.45% | 593.76%-576.3pp | 425.95%-408.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,362 | $4,650-49.2% | $3,674-35.7% | $4,299-45.1% |
| Participant deferral / active EE | $3,882 | $4,767-18.6% | $4,083-4.9% | $6,507-40.3% |
| Admin fee / account holder | $233 | $6,918-96.6% | $6,065-96.2% | $12,624-98.2% |