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 | $5,754 | $70,756-91.9% | $65,493-91.2% | $142,382-96.0% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 21.00% | 1754.89%-1733.9pp | 982.45%-961.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,161 | $2,881-59.7% | $2,574-54.9% | $4,299-73.0% |
| Participant deferral / active EE | $1,438 | $4,637-69.0% | $3,961-63.7% | $6,507-77.9% |
| Admin fee / account holder | $235 | $6,559-96.4% | $5,028-95.3% | $12,624-98.1% |