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 | $5,446 | $74,888-92.7% | $71,209-92.4% | $142,382-96.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.51% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $539 | $2,854-81.1% | $2,721-80.2% | $4,299-87.5% |
| Participant deferral / active EE | $900 | $4,454-79.8% | $4,175-78.4% | $6,507-86.2% |
| Admin fee / account holder | $46 | $5,568-99.2% | $5,349-99.1% | $12,624-99.6% |