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 | $11,862 | $133,958-91.1% | $112,228-89.4% | $134,475-91.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,041 | $4,038-74.2% | $3,635-71.4% | $4,740-78.0% |
| Participant deferral / active EE | $8,318 | $5,291+57.2% | $4,728+75.9% | $6,400+30.0% |
| Admin fee / account holder | $35 | $7,489-99.5% | $6,410-99.5% | $11,426-99.7% |