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 | $2,000 | $29,660-93.3% | $56,411-96.5% | $80,856-97.5% |
| Participation rate | 76.7% | 41.6%+35.0pp | 52.5%+24.2pp | 67.6%+9.0pp |
| Annual return | 18.46% | 35.23%-16.8pp | 1701.33%-1682.9pp | 35.59%-17.1pp |
| Employer contribution / active EE | $218 | $669-67.4% | $1,039-79.0% | $2,755-92.1% |
| Participant deferral / active EE | $240 | $1,226-80.4% | $1,952-87.7% | $4,296-94.4% |
| Admin fee / account holder | $40 | $2,428-98.3% | $2,829-98.6% | $6,918-99.4% |