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 5-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 | $2,718 | $76,738-96.5% | $56,411-95.2% | $145,922-98.1% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 16.95% | 2994.23%-2977.3pp | 1701.33%-1684.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,380 | $1,3800% | $1,039+32.8% | $4,660-70.4% |
| Participant deferral / active EE | $1,172 | $2,623-55.3% | $1,952-39.9% | $6,688-82.5% |
| Admin fee / account holder | $22 | $3,334-99.3% | $2,829-99.2% | $13,397-99.8% |