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 9-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 | $6,010 | $158,398-96.2% | $126,539-95.3% | $142,382-95.8% |
| Participation rate | 91.7% | 75.8%+15.9pp | 69.8%+21.8pp | 80.1%+11.5pp |
| Annual return | 14.87% | 593.76%-578.9pp | 425.95%-411.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $491 | $4,650-89.4% | $3,674-86.6% | $4,299-88.6% |
| Participant deferral / active EE | $690 | $4,767-85.5% | $4,083-83.1% | $6,507-89.4% |
| Admin fee / account holder | $104 | $6,918-98.5% | $6,065-98.3% | $12,624-99.2% |