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 | $2,252 | $74,888-97.0% | $71,209-96.8% | $142,382-98.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 58.92% | 345.14%-286.2pp | 282.51%-223.6pp | 217.08%-158.2pp |
| Employer contribution / active EE | $632 | $2,854-77.9% | $2,721-76.8% | $4,299-85.3% |
| Participant deferral / active EE | $916 | $4,454-79.4% | $4,175-78.1% | $6,507-85.9% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |