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 | $3,202 | $81,625-96.1% | $58,482-94.5% | $139,434-97.7% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 309.02% | 7404.20%-7095.2pp | 4239.32%-3930.3pp | 372.94%-63.9pp |
| Employer contribution / active EE | $907 | $1,398-35.1% | $1,053-13.9% | $4,751-80.9% |
| Participant deferral / active EE | $1,626 | $2,557-36.4% | $1,924-15.5% | $6,710-75.8% |
| Admin fee / account holder | $5 | $3,265-99.8% | $2,516-99.8% | $11,403-100.0% |