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 | $9,331 | $80,717-88.4% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,592 | $2,761-42.3% | $4,305-63.0% | $2,631-39.5% |
| Participant deferral / active EE | $2,168 | $3,303-34.4% | $5,540-60.9% | $4,212-48.5% |
| Admin fee / account holder | $19 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |