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 | $3,308 | $70,606-95.3% | $53,898-93.9% | $142,382-97.7% |
| Participation rate | 95.0% | 63.7%+31.3pp | 55.0%+40.0pp | 80.1%+14.9pp |
| Annual return | 26.50% | 619.81%-593.3pp | 528.60%-502.1pp | 217.08%-190.6pp |
| Employer contribution / active EE | $862 | $1,202-28.3% | $932-7.5% | $4,299-79.9% |
| Participant deferral / active EE | $1,184 | $2,364-49.9% | $1,826-35.2% | $6,507-81.8% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |