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 | $23,711 | $138,044-82.8% | $125,339-81.1% | $134,475-82.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,696 | $5,243-48.6% | $4,814-44.0% | $4,740-43.1% |
| Participant deferral / active EE | $10,062 | $7,799+29.0% | $7,446+35.1% | $6,400+57.2% |
| Admin fee / account holder | $36 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |