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 6-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 | $9,359 | $88,751-89.5% | $81,812-88.6% | $145,922-93.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 9.72% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $658 | $3,083-78.7% | $2,912-77.4% | $4,660-85.9% |
| Participant deferral / active EE | $836 | $4,643-82.0% | $4,319-80.6% | $6,688-87.5% |
| Admin fee / account holder | $50 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |