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 | $8,414 | $99,877-91.6% | $84,966-90.1% | $145,922-94.2% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 36.13% | 83.76%-47.6pp | 66.38%-30.3pp | 561.29%-525.2pp |
| Employer contribution / active EE | $1,336 | $3,231-58.7% | $2,727-51.0% | $4,660-71.3% |
| Participant deferral / active EE | $3,161 | $5,291-40.3% | $4,519-30.1% | $6,688-52.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |