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 | $14,515 | $169,032-91.4% | $129,207-88.8% | $145,922-90.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.13% | 14330.11%-14319.0pp | 9417.33%-9406.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,131 | $5,537-79.6% | $4,153-72.8% | $4,660-75.7% |
| Participant deferral / active EE | $1,966 | $4,987-60.6% | $4,168-52.8% | $6,688-70.6% |
| Admin fee / account holder | $139 | $9,954-98.6% | $7,715-98.2% | $13,397-99.0% |