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 | $16,755 | $111,754-85.0% | $103,333-83.8% | $145,922-88.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.82% | 24.77%-8.9pp | 24.88%-9.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,926 | $4,212-54.3% | $3,868-50.2% | $4,660-58.7% |
| Participant deferral / active EE | $4,086 | $5,619-27.3% | $5,057-19.2% | $6,688-38.9% |
| Admin fee / account holder | $16 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |