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 | $16,460 | $106,515-84.5% | $96,683-83.0% | $139,434-88.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,938 | $4,103-52.8% | $3,737-48.1% | $4,751-59.2% |
| Participant deferral / active EE | $2,587 | $5,454-52.6% | $4,878-47.0% | $6,710-61.4% |
| Admin fee / account holder | $70 | $7,877-99.1% | $6,730-99.0% | $11,403-99.4% |