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 9-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 | $7,410 | $90,348-91.8% | $75,972-90.2% | $145,922-94.9% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.1%+7.1pp | 80.3%-4.1pp |
| Annual return | 10.64% | 620.88%-610.2pp | 359.55%-348.9pp | 561.29%-550.6pp |
| Employer contribution / active EE | $577 | $3,311-82.6% | $2,685-78.5% | $4,660-87.6% |
| Participant deferral / active EE | $1,484 | $5,162-71.3% | $4,255-65.1% | $6,688-77.8% |
| Admin fee / account holder | $183 | $8,467-97.8% | $6,467-97.2% | $13,397-98.6% |