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 3-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 | $5,252 | $70,756-92.6% | $65,493-92.0% | $142,382-96.3% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 57.73% | 1754.89%-1697.2pp | 982.45%-924.7pp | 217.08%-159.3pp |
| Employer contribution / active EE | $2,020 | $2,881-29.9% | $2,574-21.5% | $4,299-53.0% |
| Participant deferral / active EE | $956 | $4,637-79.4% | $3,961-75.9% | $6,507-85.3% |
| Admin fee / account holder | $82 | $6,559-98.7% | $5,028-98.4% | $12,624-99.4% |