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 | $1,919 | $76,738-97.5% | $56,411-96.6% | $145,922-98.7% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 13.14% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $323 | $1,380-76.6% | $1,039-68.9% | $4,660-93.1% |
| Participant deferral / active EE | $503 | $2,623-80.8% | $1,952-74.2% | $6,688-92.5% |
| Admin fee / account holder | $17 | $3,334-99.5% | $2,829-99.4% | $13,397-99.9% |